Creative Planning
TZA icon

Creative Planning’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Creative Planning’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
2014
Q2 		– Sell
-1
Closed -$1K – 3962
2014
Q1 		$1K Buy
+1
New +$26.6K ﹤0.01% 3527

Other funds holding TZA

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Creative Planning's TZA Position: Q3 2017 in Review

Creative Planning held its Direxion Daily Small Cap Bear 3x ETF (TZA) position steady in Q3 2017 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Creative Planning first reported a position in TZA in Q2 2013 and has held it in 7 quarters since. The position peaked at $177K in Q3 2014. 27 funds tracked by Wall St. Rank hold TZA as of Q3 2017.

  • Creative Planning held 0 shares of Direxion Daily Small Cap Bear 3x ETF worth $0 as of Q3 2017.
  • Creative Planning left its Direxion Daily Small Cap Bear 3x ETF share count unchanged in Q3 2017.
  • Direxion Daily Small Cap Bear 3x ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2017, its #3592 holding.
  • Creative Planning first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q2 2013 and has held it in 7 quarters since.
  • Creative Planning's Direxion Daily Small Cap Bear 3x ETF position peaked at $177K in Q3 2014.
  • 27 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.