Next Financial Group’s Direxion Daily CSI 300 China A Share Bear 1X Shares CHAD Stock Holding History

Next Financial Group’s Portfolio CHAD Stock Details CHAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	2832
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	2718
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	2600
2021 Q1	$1K	Hold	50	–	–	﹤0.01%	2500
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	2329
2020 Q3	$1K	Buy	+50	New	+$1.07K	﹤0.01%	2167
2020 Q2	–	Sell	-50	Closed	-$1K	–	2033
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	2073
2019 Q4	$1K	Hold	50	–	–	﹤0.01%	2316
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	2172
2019 Q2	$1K	Hold	50	–	–	﹤0.01%	2275
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	1604
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	1784
2018 Q3	$2K	Buy	+50	New	+$1.83K	﹤0.01%	1345
2017 Q4	–	Sell	-50	Closed	-$2K	–	1526
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	1638
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	1776
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	1746
2016 Q4	$2K	Hold	50	–	–	﹤0.01%	2209
2016 Q3	$2K	Buy	+50	New	+$2.08K	﹤0.01%	2201

Other funds holding CHAD

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IFAM

Institutional & Family Asset Management Fort Collins, Colorado $654M AUM 12.29% 1-Year Est. Return

Next Financial Group's CHAD Position: Q4 2021 in Review

Next Financial Group held its Direxion Daily CSI 300 China A Share Bear 1X Shares (CHAD) position steady in Q4 2021 at 50 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Next Financial Group first reported a position in CHAD in Q3 2016 and has held it in 18 quarters since. The position peaked at $2K in Q3 2019. 10 funds tracked by Wall St. Rank hold CHAD as of Q4 2021.

Next Financial Group held 50 shares of Direxion Daily CSI 300 China A Share Bear 1X Shares worth $1K as of Q4 2021.
Next Financial Group left its Direxion Daily CSI 300 China A Share Bear 1X Shares share count unchanged in Q4 2021.
Direxion Daily CSI 300 China A Share Bear 1X Shares made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2832 holding.
Next Financial Group first reported a position in Direxion Daily CSI 300 China A Share Bear 1X Shares in Q3 2016 and has held it in 18 quarters since.
Next Financial Group's Direxion Daily CSI 300 China A Share Bear 1X Shares position peaked at $2K in Q3 2019.
10 funds tracked by Wall St. Rank held Direxion Daily CSI 300 China A Share Bear 1X Shares as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.