EWA
TZA icon

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
2026
Q2 		$75.8K Buy
+2,000
New +$96.6K ﹤0.01% 1532
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

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

EverSource Wealth Advisors's TZA Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Direxion Daily Small Cap Bear 3x ETF (TZA) in Q2 2026: 2,000 shares worth $75.8K. The stake represents ﹤0.01% of the portfolio and ranks #1532 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in TZA as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in TZA in Q2 2025 and has held it in 3 quarters since. The position peaked at $249K in Q2 2025. 42 funds tracked by Wall St. Rank hold TZA as of Q2 2026.

  • EverSource Wealth Advisors held 2,000 shares of Direxion Daily Small Cap Bear 3x ETF worth $75.8K as of Q2 2026.
  • Direxion Daily Small Cap Bear 3x ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Direxion Daily Small Cap Bear 3x ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1532 holding.
  • EverSource Wealth Advisors first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q2 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's Direxion Daily Small Cap Bear 3x ETF position peaked at $249K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.