JWA
TMV icon

JFS Wealth Advisors’s Direxion Daily 20+ Year Treasury Bear 3X ETF TMV Stock Holding History

JFS Wealth Advisors’s Portfolio TMV Stock Details TMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$17.5K – 1974
2025
Q3 		$17.5K Hold
500
– – ﹤0.01% 722
2025
Q2 		$18.5K Hold
500
– – ﹤0.01% 672
2025
Q1 		$17.4K Hold
500
– – ﹤0.01% 702
2024
Q4 		$19.9K Hold
500
– – ﹤0.01% 647
2024
Q3 		$14.5K Hold
500
– – ﹤0.01% 727
2024
Q2 		$17.9K Hold
500
– – ﹤0.01% 622
2024
Q1 		$16.7K Hold
500
– – ﹤0.01% 663
2023
Q4 		$14.8K Buy
500
+100
+25% +$4.1K ﹤0.01% 663
2023
Q3 		$17.7K Hold
400
– – ﹤0.01% 577
2023
Q2 		$11.6K Hold
400
– – ﹤0.01% 687
2023
Q1 		$10.7K Hold
400
– – ﹤0.01% 692
2022
Q4 		$13.6K Sell
400
-8,000
-95% -$275K ﹤0.01% 612
2022
Q3 		$281K Sell
8,400
-11,200
-57% -$295K 0.03% 185
2022
Q2 		$497K Sell
19,600
-3,600
-16% -$88.7K 0.05% 145
2022
Q1 		$416K Buy
23,200
+14,000
+152% +$230K 0.04% 172
2021
Q4 		$125K Buy
+9,200
New +$131K 0.01% 274

Other funds holding TMV

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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

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

JFS Wealth Advisors sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q4 2025, closing a stake of 500 shares — an estimated $17.5K sold.

JFS Wealth Advisors first reported a position in TMV in Q4 2021 and held it in 16 quarters. The position peaked at $497K in Q2 2022. 24 funds tracked by Wall St. Rank hold TMV as of Q4 2025.

  • JFS Wealth Advisors reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 500 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q4 2025, an estimated $17.5K.
  • JFS Wealth Advisors first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q4 2021 and held it in 16 quarters.
  • JFS Wealth Advisors's Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $497K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q4 2025.

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