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Timothy G. Youngquist 2020 Irrevocable Trust’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
2026
Q2 		$2.71M Buy
71,561
+49,754
+228% +$2.4M 0.53% 25
2026
Q1 		$1.53M Sell
21,807
-1,657
-7% -$108K 0.66% 49
2025
Q4 		$1.76M Buy
+23,464
New +$1.81M 1.29% 27

Other funds holding TZA

CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's TZA Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust increased its Direxion Daily Small Cap Bear 3x ETF (TZA) stake by 228% in Q2 2026, buying an estimated $2.4M and bringing the position to 71,561 shares worth $2.71M. The position accounts for 0.53% of the portfolio, ranked #25.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in TZA in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold TZA as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 71,561 shares of Direxion Daily Small Cap Bear 3x ETF worth $2.71M as of Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust bought 49,754 Direxion Daily Small Cap Bear 3x ETF shares in Q2 2026, an estimated $2.4M.
  • Direxion Daily Small Cap Bear 3x ETF made up 0.53% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #25 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.