JWA
FAZ

JFS Wealth Advisors’s Direxion Daily Financial Bear 3x ETF FAZ Stock Holding History

JFS Wealth Advisors’s Portfolio FAZ Stock Details FAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,200
Closed -$48.5K – 1937
2025
Q3 		$48.5K Sell
1,200
-10,800
-90% -$437K ﹤0.01% 512
2025
Q2 		$52.7K Sell
12,000
-4,000
-25% -$17.6K ﹤0.01% 460
2025
Q1 		$90.1K Buy
16,000
+5,000
+45% +$28.1K 0.01% 380
2024
Q4 		$70.1K Buy
11,000
+3,000
+38% +$19.1K ﹤0.01% 404
2024
Q3 		$63.3K Buy
8,000
+1,000
+14% +$7.91K ﹤0.01% 427
2024
Q2 		$74.4K Hold
7,000
– – 0.01% 363
2024
Q1 		$68.7K Hold
7,000
– – 0.01% 382
2023
Q4 		$95.7K Sell
7,000
-500
-7% -$6.83K 0.01% 309
2023
Q3 		$150K Hold
7,500
– – 0.01% 250
2023
Q2 		$142K Hold
7,500
– – 0.01% 245
2023
Q1 		$165K Buy
7,500
+500
+7% +$11K 0.02% 233
2022
Q4 		$135K Sell
7,000
-900
-11% -$17.4K 0.01% 244
2022
Q3 		$237K Buy
7,900
+1,300
+20% +$39K 0.03% 197
2022
Q2 		$191K Buy
6,600
+1,100
+20% +$31.8K 0.02% 214
2022
Q1 		$102K Buy
5,500
+1,900
+53% +$35.2K 0.01% 301
2021
Q4 		$69K Buy
3,600
+850
+31% +$16.3K 0.01% 368
2021
Q3 		$64K Buy
2,750
+750
+38% +$17.5K 0.01% 380
2021
Q2 		$54K Hold
2,000
– – 0.01% 265
2021
Q1 		$70K Sell
2,000
-1,000
-33% -$35K 0.01% 218
2020
Q4 		$22K Hold
3,000
– – ﹤0.01% 324
2020
Q3 		$45K Hold
3,000
– – 0.01% 247
2020
Q2 		$53K Buy
+3,000
New +$53K 0.01% 221
2015
Q3 		– Sell
-10,000
Closed -$116K – 509
2015
Q2 		$116K Sell
10,000
-1,000
-9% -$11.6K 0.06% 120
2015
Q1 		$136K Buy
11,000
+1,000
+10% +$12.4K 0.06% 106
2014
Q4 		$127K Buy
+10,000
New +$127K 0.02% 110

Other funds holding FAZ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JFS Wealth Advisors's FAZ Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Direxion Daily Financial Bear 3x ETF (FAZ) in Q4 2025, closing a stake of 1,200 shares — an estimated $48.5K sold.

JFS Wealth Advisors first reported a position in FAZ in Q4 2014 and held it in 25 quarters. The position peaked at $237K in Q3 2022. 19 funds tracked by Wall St. Rank hold FAZ as of Q4 2025.

  • JFS Wealth Advisors reported no remaining Direxion Daily Financial Bear 3x ETF position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,200 Direxion Daily Financial Bear 3x ETF shares in Q4 2025, an estimated $48.5K.
  • JFS Wealth Advisors first reported a position in Direxion Daily Financial Bear 3x ETF in Q4 2014 and held it in 25 quarters.
  • JFS Wealth Advisors's Direxion Daily Financial Bear 3x ETF position peaked at $237K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Direxion Daily Financial Bear 3x ETF as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.