IPG Investment Advisors’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$105K Hold
1,500
0.02% 234
2025
Q4
$113K Hold
1,500
0.02% 217
2025
Q3
$123K Hold
1,500
0.02% 205
2025
Q2
$178K Buy
+1,500
New +$230K 0.03% 165
2024
Q4
Sell
-1,500
Closed -$203K 208
2024
Q3
$203K Buy
+1,500
New +$232K 0.04% 160

Other funds holding TZA

IPG Investment Advisors's TZA Position: Q1 2026 in Review

IPG Investment Advisors held its Direxion Daily Small Cap Bear 3x ETF (TZA) position steady in Q1 2026 at 1,500 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #234.

IPG Investment Advisors first reported a position in TZA in Q3 2024 and has held it in 5 quarters since. The position peaked at $203K in Q3 2024. 36 funds tracked by Wall St. Rank hold TZA as of Q1 2026.

  • IPG Investment Advisors held 1,500 shares of Direxion Daily Small Cap Bear 3x ETF worth $105K as of Q1 2026.
  • IPG Investment Advisors left its Direxion Daily Small Cap Bear 3x ETF share count unchanged in Q1 2026.
  • Direxion Daily Small Cap Bear 3x ETF made up 0.02% of IPG Investment Advisors's portfolio in Q1 2026, its #234 holding.
  • IPG Investment Advisors first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q3 2024 and has held it in 5 quarters since.
  • IPG Investment Advisors's Direxion Daily Small Cap Bear 3x ETF position peaked at $203K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q1 2026.

Based on IPG Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.