BFG
MSTU

Bleakley Financial Group’s T-Rex 2X Long MSTR Daily Target ETF MSTU Stock Holding History

Bleakley Financial Group’s Portfolio MSTU Stock Details MSTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,240
Closed -$367K – 617
2025
Q2 		$367K Buy
+4,240
New +$321K 0.01% 521

Other funds holding MSTU

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Susquehanna International Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Bleakley Financial Group's MSTU Position: Q3 2025 in Review

Bleakley Financial Group sold out of T-Rex 2X Long MSTR Daily Target ETF (MSTU) in Q3 2025, closing a stake of 4,240 shares — an estimated $367K sold.

Bleakley Financial Group first reported a position in MSTU in Q2 2025 and held it in 1 quarter. The position peaked at $367K in Q2 2025. 51 funds tracked by Wall St. Rank hold MSTU as of Q3 2025.

  • Bleakley Financial Group reported no remaining T-Rex 2X Long MSTR Daily Target ETF position as of Q3 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 4,240 T-Rex 2X Long MSTR Daily Target ETF shares in Q3 2025, an estimated $367K.
  • Bleakley Financial Group first reported a position in T-Rex 2X Long MSTR Daily Target ETF in Q2 2025 and held it in 1 quarter.
  • Bleakley Financial Group's T-Rex 2X Long MSTR Daily Target ETF position peaked at $367K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held T-Rex 2X Long MSTR Daily Target ETF as of Q3 2025.

Based on Bleakley Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.