LCM
MSTU

Lakewood Capital Management’s T-Rex 2X Long MSTR Daily Target ETF MSTU Stock Holding History

Lakewood Capital Management’s Portfolio MSTU Stock Details MSTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,600
Closed -$1.34M – 53
2024
Q4 		$1.34M Buy
+17,600
New +$1.91M 0.12% 44

Other funds holding MSTU

M
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UBS Group
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Creative Planning
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SRL
Scientech Research LLC Jersey City, New Jersey $120M AUM 73.62% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CCWM
Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return