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

Pacific Capital Wealth Advisors’s Portfolio TMV Stock Details TMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-164	Closed	-$6.52K	–	348
2024 Q4	$6.52K	Hold	164	–	–	﹤0.01%	303
2024 Q3	$4.74K	Sell	164 -1,288	-89%	-$39.7K	﹤0.01%	351
2024 Q2	$52.1K	Hold	1,452	–	–	0.01%	149
2024 Q1	$48.6K	Hold	1,452	–	–	0.01%	136
2023 Q4	$43K	Buy	+1,452	New	+$59.5K	0.01%	143

Other funds holding TMV

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Pacific Capital Wealth Advisors's TMV Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Direxion Daily 20+ Year Treasury Bear 3X ETF (TMV) in Q1 2025, closing a stake of 164 shares — an estimated $6.52K sold.

Pacific Capital Wealth Advisors first reported a position in TMV in Q4 2023 and held it in 5 quarters. The position peaked at $52.1K in Q2 2024. 27 funds tracked by Wall St. Rank hold TMV as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Direxion Daily 20+ Year Treasury Bear 3X ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 164 Direxion Daily 20+ Year Treasury Bear 3X ETF shares in Q1 2025, an estimated $6.52K.
Pacific Capital Wealth Advisors first reported a position in Direxion Daily 20+ Year Treasury Bear 3X ETF in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Direxion Daily 20+ Year Treasury Bear 3X ETF position peaked at $52.1K in Q2 2024.
27 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bear 3X ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.