Global Retirement Partners’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Global Retirement Partners’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	-1	Closed	-$74	–	4418
2025 Q3	$74	Hold	1	–	–	﹤0.01%	3806
2025 Q2	$107	Buy	+1	New	+$153	﹤0.01%	3712
2024 Q4	$117	Hold	1	–	–	﹤0.01%	3537
2024 Q3	$122	Hold	1	–	–	﹤0.01%	3400
2024 Q2	$167	Hold	1	–	–	﹤0.01%	3431
2024 Q1	$151	Hold	1	–	–	﹤0.01%	3273
2023 Q4	$209	Hold	1	–	–	﹤0.01%	3223
2023 Q3	$306	Hold	1	–	–	﹤0.01%	3060
2023 Q2	$237	Hold	1	–	–	﹤0.01%	3084
2023 Q1	$311	Hold	1	–	–	﹤0.01%	3028
2022 Q4	$317	Hold	1	–	–	﹤0.01%	2857
2022 Q3	$0	Buy	+1	New	+$367	﹤0.01%	2987
2019 Q4	–	Sell	-20	Closed	-$76K	–	1701
2019 Q3	$76K	Hold	20	–	–	0.01%	534
2019 Q2	$74K	Hold	20	–	–	0.01%	522
2019 Q1	$80K	Buy	+20	New	+$85.7K	0.02%	434

Other funds holding TZA

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Global Retirement Partners's TZA Position: Q4 2025 in Review

Global Retirement Partners sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q4 2025, closing a stake of 1 share — an estimated $74 sold.

Global Retirement Partners first reported a position in TZA in Q1 2019 and held it in 15 quarters. The position peaked at $80K in Q1 2019. 30 funds tracked by Wall St. Rank hold TZA as of Q4 2025.

Global Retirement Partners reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 1 Direxion Daily Small Cap Bear 3x ETF share in Q4 2025, an estimated $74.
Global Retirement Partners first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q1 2019 and held it in 15 quarters.
Global Retirement Partners's Direxion Daily Small Cap Bear 3x ETF position peaked at $80K in Q1 2019.
30 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.