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Integrated Wealth Concepts’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Integrated Wealth Concepts’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 		$200K Buy
+5,289
New +$256K ﹤0.01% 2328

Other funds holding TZA

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Integrated Wealth Concepts's TZA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Direxion Daily Small Cap Bear 3x ETF (TZA) in Q2 2026: 5,289 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #2328 among its holdings.

26 funds tracked by Wall St. Rank hold TZA as of Q2 2026.

  • Integrated Wealth Concepts held 5,289 shares of Direxion Daily Small Cap Bear 3x ETF worth $200K as of Q2 2026.
  • Direxion Daily Small Cap Bear 3x ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Direxion Daily Small Cap Bear 3x ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2328 holding.
  • 26 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.