MassMutual Private Wealth & Trust’s Defiance Daily Target 2x Long MSTR ETF MSTX Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio MSTX Stock Details MSTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.8K	Hold	153	–	–	﹤0.01%	1831
2026 Q2	$1.14K	Hold	153	–	–	﹤0.01%	2139
2026 Q1	$2.99K	Hold	153	–	–	﹤0.01%	1860
2025 Q4	$5.89K	Hold	153	–	–	﹤0.01%	1610
2025 Q3	$32.7K	Hold	153	–	–	﹤0.01%	934
2025 Q2	$61.8K	Hold	153	–	–	﹤0.01%	721
2025 Q1	$39.5K	Buy	+153	New	+$58K	﹤0.01%	798

Other funds holding MSTX

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Chung Wu Investment Group Sugar Land, Texas $137M AUM 62.84% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

MassMutual Private Wealth & Trust's MSTX Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Defiance Daily Target 2x Long MSTR ETF (MSTX) position steady in Q3 2026 at 153 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

MassMutual Private Wealth & Trust first reported a position in MSTX in Q1 2025 and has held it in 7 quarters since. The position peaked at $61.8K in Q2 2025. 10 funds tracked by Wall St. Rank hold MSTX as of Q3 2026.

MassMutual Private Wealth & Trust held 153 shares of Defiance Daily Target 2x Long MSTR ETF worth $2.8K as of Q3 2026.
MassMutual Private Wealth & Trust left its Defiance Daily Target 2x Long MSTR ETF share count unchanged in Q3 2026.
Defiance Daily Target 2x Long MSTR ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1831 holding.
MassMutual Private Wealth & Trust first reported a position in Defiance Daily Target 2x Long MSTR ETF in Q1 2025 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's Defiance Daily Target 2x Long MSTR ETF position peaked at $61.8K in Q2 2025.
10 funds tracked by Wall St. Rank held Defiance Daily Target 2x Long MSTR ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.