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Pacific Capital Wealth Advisors’s Direxion Daily 20+ Year Treasury Bull 3X ETF TMF Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio TMF Stock Details TMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-563
Closed -$36.4K – 535
2023
Q4 		$36.4K Buy
+563
New +$28.5K 0.01% 152

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Pacific Capital Wealth Advisors's TMF Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) in Q1 2024, closing a stake of 563 shares — an estimated $36.4K sold.

Pacific Capital Wealth Advisors first reported a position in TMF in Q4 2023 and held it in 1 quarter. The position peaked at $36.4K in Q4 2023. 56 funds tracked by Wall St. Rank hold TMF as of Q1 2024.

  • Pacific Capital Wealth Advisors reported no remaining Direxion Daily 20+ Year Treasury Bull 3X ETF position as of Q1 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 563 Direxion Daily 20+ Year Treasury Bull 3X ETF shares in Q1 2024, an estimated $36.4K.
  • Pacific Capital Wealth Advisors first reported a position in Direxion Daily 20+ Year Treasury Bull 3X ETF in Q4 2023 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Direxion Daily 20+ Year Treasury Bull 3X ETF position peaked at $36.4K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bull 3X ETF as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.