Larson Financial Group’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Larson Financial Group’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
2022 Q4	–	Sell	-998	Closed	-$459K	–	1531
2022 Q3	$459K	Sell	998 -276	-22%	-$101K	0.07%	176
2022 Q2	$594K	Buy	1,274 +890	+232%	+$357K	0.1%	92
2022 Q1	$118K	Buy	384 +24	+7%	+$8.02K	0.02%	254
2021 Q4	$97K	Buy	+360	New	+$98.1K	0.02%	278

Other funds holding TZA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

DWM

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPFA

Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return

Larson Financial Group's TZA Position: Q4 2022 in Review

Larson Financial Group sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q4 2022, closing a stake of 998 shares — an estimated $459K sold.

Larson Financial Group first reported a position in TZA in Q4 2021 and held it in 4 quarters. The position peaked at $594K in Q2 2022. 27 funds tracked by Wall St. Rank hold TZA as of Q4 2022.

Larson Financial Group reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q4 2022 after selling out during the quarter.
Larson Financial Group sold 998 Direxion Daily Small Cap Bear 3x ETF shares in Q4 2022, an estimated $459K.
Larson Financial Group first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q4 2021 and held it in 4 quarters.
Larson Financial Group's Direxion Daily Small Cap Bear 3x ETF position peaked at $594K in Q2 2022.
27 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q4 2022.

Based on Larson Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.