CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Direxion Daily 20+ Year Treasury Bull 3X ETF TMF Stock Holding History

CAPTRUST Financial Advisors’s Portfolio TMF Stock Details TMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-445,860
Closed -$21.5M – 2796
2023
Q3 		$21.5M Buy
445,860
+444,760
+40,433% +$28.2M 0.08% 199
2023
Q2 		$85.8K Buy
+1,100
New +$90K ﹤0.01% 2393

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Citadel Advisors
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XS
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GS
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CAPTRUST Financial Advisors's TMF Position: Q4 2023 in Review

CAPTRUST Financial Advisors sold out of Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) in Q4 2023, closing a stake of 445,860 shares — an estimated $21.5M sold.

CAPTRUST Financial Advisors first reported a position in TMF in Q2 2023 and held it in 2 quarters. The position peaked at $21.5M in Q3 2023. 53 funds tracked by Wall St. Rank hold TMF as of Q4 2023.

  • CAPTRUST Financial Advisors reported no remaining Direxion Daily 20+ Year Treasury Bull 3X ETF position as of Q4 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 445,860 Direxion Daily 20+ Year Treasury Bull 3X ETF shares in Q4 2023, an estimated $21.5M.
  • CAPTRUST Financial Advisors first reported a position in Direxion Daily 20+ Year Treasury Bull 3X ETF in Q2 2023 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Direxion Daily 20+ Year Treasury Bull 3X ETF position peaked at $21.5M in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bull 3X ETF as of Q4 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.