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

EverSource Wealth 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
2025
Q3 		– Sell
-1,000
Closed -$39.2K – 4475
2025
Q2 		$39.2K Hold
1,000
– – ﹤0.01% 1782
2025
Q1 		$44K Buy
+1,000
New +$41.9K ﹤0.01% 1295

Other funds holding TMF

SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

EverSource Wealth Advisors's TMF Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) in Q3 2025, closing a stake of 1,000 shares — an estimated $39.2K sold.

EverSource Wealth Advisors first reported a position in TMF in Q1 2025 and held it in 2 quarters. The position peaked at $44K in Q1 2025. 56 funds tracked by Wall St. Rank hold TMF as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Direxion Daily 20+ Year Treasury Bull 3X ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,000 Direxion Daily 20+ Year Treasury Bull 3X ETF shares in Q3 2025, an estimated $39.2K.
  • EverSource Wealth Advisors first reported a position in Direxion Daily 20+ Year Treasury Bull 3X ETF in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Direxion Daily 20+ Year Treasury Bull 3X ETF position peaked at $44K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bull 3X ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.