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Lord & Richards Wealth Management’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Lord & Richards Wealth Management’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
2025
Q2 		– Sell
-11
Closed -$1.92K – 155
2025
Q1 		$1.92K Buy
+11
New +$1.52K ﹤0.01% 152

Other funds holding TZA

ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Lord & Richards Wealth Management's TZA Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q2 2025, closing a stake of 11 shares — an estimated $1.92K sold.

Lord & Richards Wealth Management first reported a position in TZA in Q1 2025 and held it in 1 quarter. The position peaked at $1.92K in Q1 2025. 34 funds tracked by Wall St. Rank hold TZA as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 11 Direxion Daily Small Cap Bear 3x ETF shares in Q2 2025, an estimated $1.92K.
  • Lord & Richards Wealth Management first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Direxion Daily Small Cap Bear 3x ETF position peaked at $1.92K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.