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

Exencial 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
2026 Q1	$288K	Hold	8,000	–	–	0.01%	490
2025 Q4	$299K	Hold	8,000	–	–	0.01%	471
2025 Q3	$321K	Hold	8,000	–	–	0.01%	443
2025 Q2	$314K	Hold	8,000	–	–	0.01%	427
2025 Q1	$352K	Hold	8,000	–	–	0.01%	406
2024 Q4	$320K	Hold	8,000	–	–	0.01%	424
2024 Q3	$462K	Hold	8,000	–	–	0.02%	373
2024 Q2	$388K	Hold	8,000	–	–	0.01%	395
2024 Q1	$436K	Hold	8,000	–	–	0.02%	375
2023 Q4	$517K	Hold	8,000	–	–	0.02%	337
2023 Q3	$386K	Hold	8,000	–	–	0.02%	328
2023 Q2	$624K	Hold	8,000	–	–	0.03%	270
2023 Q1	$710K	Hold	8,000	–	–	0.04%	248
2022 Q4	$610K	Hold	8,000	–	–	0.03%	262
2022 Q3	$686K	Hold	8,000	–	–	0.04%	240
2022 Q2	$999K	Buy	+8,000	New	+$1.1M	0.06%	215

Other funds holding TMF

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.27B AUM 34.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return

Exencial Wealth Advisors's TMF Position: Q1 2026 in Review

Exencial Wealth Advisors held its Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) position steady in Q1 2026 at 8,000 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #490.

Exencial Wealth Advisors first reported a position in TMF in Q2 2022 and has held it in 16 quarters since. The position peaked at $999K in Q2 2022. 48 funds tracked by Wall St. Rank hold TMF as of Q1 2026.

Exencial Wealth Advisors held 8,000 shares of Direxion Daily 20+ Year Treasury Bull 3X ETF worth $288K as of Q1 2026.
Exencial Wealth Advisors left its Direxion Daily 20+ Year Treasury Bull 3X ETF share count unchanged in Q1 2026.
Direxion Daily 20+ Year Treasury Bull 3X ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #490 holding.
Exencial Wealth Advisors first reported a position in Direxion Daily 20+ Year Treasury Bull 3X ETF in Q2 2022 and has held it in 16 quarters since.
Exencial Wealth Advisors's Direxion Daily 20+ Year Treasury Bull 3X ETF position peaked at $999K in Q2 2022.
48 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bull 3X ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.