Cerity Partners
TZA icon

Cerity Partners’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Cerity Partners’s Portfolio TZA Stock Details TZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.9K Hold
1,000
– – ﹤0.01% 3324
2026
Q1 		$70.2K Buy
+1,000
New +$65K ﹤0.01% 3068

Other funds holding TZA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $943M AUM 48.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cerity Partners's TZA Position: Q2 2026 in Review

Cerity Partners held its Direxion Daily Small Cap Bear 3x ETF (TZA) position steady in Q2 2026 at 1,000 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

Cerity Partners first reported a position in TZA in Q1 2026 and has held it in 2 quarters since. The position peaked at $70.2K in Q1 2026. 42 funds tracked by Wall St. Rank hold TZA as of Q2 2026.

  • Cerity Partners held 1,000 shares of Direxion Daily Small Cap Bear 3x ETF worth $37.9K as of Q2 2026.
  • Cerity Partners left its Direxion Daily Small Cap Bear 3x ETF share count unchanged in Q2 2026.
  • Direxion Daily Small Cap Bear 3x ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3324 holding.
  • Cerity Partners first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's Direxion Daily Small Cap Bear 3x ETF position peaked at $70.2K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.