EWA
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EverSource Wealth Advisors’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

EverSource Wealth Advisors’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
2025
Q4 		– Sell
-2,101
Closed -$172K – 4456
2025
Q3 		$172K Buy
2,101
+1
+0% +$99 0.01% 986
2025
Q2 		$249K Buy
+2,100
New +$322K 0.01% 764

Other funds holding TZA

JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

EverSource Wealth Advisors's TZA Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q4 2025, closing a stake of 2,101 shares — an estimated $172K sold.

EverSource Wealth Advisors first reported a position in TZA in Q2 2025 and held it in 2 quarters. The position peaked at $249K in Q2 2025. 30 funds tracked by Wall St. Rank hold TZA as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,101 Direxion Daily Small Cap Bear 3x ETF shares in Q4 2025, an estimated $172K.
  • EverSource Wealth Advisors first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q2 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Direxion Daily Small Cap Bear 3x ETF position peaked at $249K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.