Creative Planning
TMV icon

Creative Planning’s Direxion Daily 20+ Year Treasury Bear 3X ETF TMV Stock Holding History

Creative Planning’s Portfolio TMV Stock Details TMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,390
Closed -$236K – 4016
2025
Q2 		$236K Buy
+6,390
New +$247K ﹤0.01% 3095
2017
Q4 		– Sell
-7,600
Closed -$363K – 2005
2017
Q3 		$363K Buy
7,600
+6,800
+850% +$323K ﹤0.01% 1219
2017
Q2 		$39K Hold
800
– – ﹤0.01% 2719
2017
Q1 		$45K Hold
800
– – ﹤0.01% 2558
2016
Q4 		$48K Buy
800
+200
+33% +$10.8K ﹤0.01% 2421
2016
Q3 		$25K Buy
600
+200
+50% +$8.18K ﹤0.01% 2905
2016
Q2 		$17K Hold
400
– – ﹤0.01% 2918
2016
Q1 		$21K Sell
400
-64
-14% -$3.66K ﹤0.01% 2728
2015
Q4 		$32K Buy
464
+64
+16% +$4.47K ﹤0.01% 2484
2015
Q3 		$28K Buy
+400
New +$30K ﹤0.01% 2473
2015
Q2 		– Sell
-5,200
Closed -$347K – 2847
2015
Q1 		$347K Sell
5,200
-800
-13% -$55.3K ﹤0.01% 922
2014
Q4 		$476K Sell
6,000
-4,400
-42% -$404K 0.01% 719
2014
Q3 		$1.11M Sell
10,400
-560
-5% -$63.2K 0.01% 369
2014
Q2 		$1.32M Sell
10,960
-6,240
-36% -$811K 0.02% 316
2014
Q1 		$2.45M Buy
+17,200
New +$2.68M 0.04% 173
2013
Q4 		– Sell
-80
Closed -$14K – 3471
2013
Q3 		$14K Buy
+80
New +$14.1K ﹤0.01% 2284

Other funds holding TMV

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFG
Snider Financial Group Bellevue, Washington $393M AUM 21.88% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's TMV Position: Q3 2025 in Review

Creative Planning sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q3 2025, closing a stake of 6,390 shares — an estimated $236K sold.

Creative Planning first reported a position in TMV in Q3 2013 and held it in 16 quarters. The position peaked at $2.45M in Q1 2014. 24 funds tracked by Wall St. Rank hold TMV as of Q3 2025.

  • Creative Planning reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 6,390 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q3 2025, an estimated $236K.
  • Creative Planning first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q3 2013 and held it in 16 quarters.
  • Creative Planning's Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $2.45M in Q1 2014.
  • 24 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.