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Optimum Investment Advisors’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Optimum Investment Advisors’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
Q3 		$18.1K Hold
220
– – 0.01% 453
2025
Q2 		$26.1K Hold
220
– – 0.01% 409
2025
Q1 		$37.5K Buy
+220
New +$30.4K 0.02% 373
2024
Q2 		– Sell
-240
Closed -$40.3K – 660
2024
Q1 		$40.3K Buy
+240
New +$48.5K 0.02% 387
2022
Q2 		– Sell
-150
Closed -$46K – 897
2022
Q1 		$46K Buy
150
+50
+50% +$16.7K 0.02% 448
2021
Q4 		$27K Hold
100
– – 0.01% 557
2021
Q3 		$31K Hold
100
– – 0.01% 537
2021
Q2 		$29K Buy
100
+50
+100% +$15.7K 0.01% 606
2021
Q1 		$17K Buy
50
+12
+32% +$4.59K 0.01% 697
2020
Q4 		$21K Buy
+38
New +$32.4K 0.01% 622
2015
Q1 		– Hold
0
– -$6K – 998
2014
Q4 		– Hold
0
– – – 901
2014
Q3 		– Hold
0
– – – 788
2014
Q2 		– Hold
0
– – – 774

Other funds holding TZA

TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
BPAMU
BTG Pactual Asset Management US New York $1.16B AUM 24.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's TZA Position: Q3 2025 in Review

Optimum Investment Advisors held its Direxion Daily Small Cap Bear 3x ETF (TZA) position steady in Q3 2025 at 220 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #453.

Optimum Investment Advisors first reported a position in TZA in Q4 2020 and has held it in 10 quarters since. The position peaked at $46K in Q1 2022. 38 funds tracked by Wall St. Rank hold TZA as of Q3 2025.

  • Optimum Investment Advisors held 220 shares of Direxion Daily Small Cap Bear 3x ETF worth $18.1K as of Q3 2025.
  • Optimum Investment Advisors left its Direxion Daily Small Cap Bear 3x ETF share count unchanged in Q3 2025.
  • Direxion Daily Small Cap Bear 3x ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #453 holding.
  • Optimum Investment Advisors first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q4 2020 and has held it in 10 quarters since.
  • Optimum Investment Advisors's Direxion Daily Small Cap Bear 3x ETF position peaked at $46K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.