L.J. Altfest & Co’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

L.J. Altfest & Co’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
2023 Q2	–	Sell	-6,115	Closed	-$1.9M	–	305
2023 Q1	$1.9M	Buy	+6,115	New	+$1.82M	0.3%	51
2022 Q3	–	Sell	-3,876	Closed	-$1.81M	–	283
2022 Q2	$1.81M	Buy	+3,876	New	+$1.55M	0.32%	50

Other funds holding TZA

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

EST

EA Series Trust Havertown, Pennsylvania $2.84B AUM

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

L.J. Altfest & Co's TZA Position: Q2 2023 in Review

L.J. Altfest & Co sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q2 2023, closing a stake of 6,115 shares — an estimated $1.9M sold.

L.J. Altfest & Co first reported a position in TZA in Q2 2022 and held it in 2 quarters. The position peaked at $1.9M in Q1 2023. 47 funds tracked by Wall St. Rank hold TZA as of Q2 2023.

L.J. Altfest & Co reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q2 2023 after selling out during the quarter.
L.J. Altfest & Co sold 6,115 Direxion Daily Small Cap Bear 3x ETF shares in Q2 2023, an estimated $1.9M.
L.J. Altfest & Co first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q2 2022 and held it in 2 quarters.
L.J. Altfest & Co's Direxion Daily Small Cap Bear 3x ETF position peaked at $1.9M in Q1 2023.
47 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2023.

Based on L.J. Altfest & Co's 13F filing for Q2 2023, filed 9 Aug 2023.