HOWA
SNDU

Heritage Oak Wealth Advisors’s T-REX 2X Long SNDK Daily Target ETF SNDU Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio SNDU Stock Details SNDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Buy
+20,000
New +$682K 0.4% 33

Other funds holding SNDU

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FA
Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Heritage Oak Wealth Advisors's SNDU Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in T-REX 2X Long SNDK Daily Target ETF (SNDU) in Q2 2026: 20,000 shares worth $1.36M. The stake represents 0.4% of the portfolio and ranks #33 among its holdings.

5 funds tracked by Wall St. Rank hold SNDU as of Q2 2026.

  • Heritage Oak Wealth Advisors held 20,000 shares of T-REX 2X Long SNDK Daily Target ETF worth $1.36M as of Q2 2026.
  • T-REX 2X Long SNDK Daily Target ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • T-REX 2X Long SNDK Daily Target ETF made up 0.4% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • 5 funds tracked by Wall St. Rank held T-REX 2X Long SNDK Daily Target ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.