Summit Financial
MSTX icon

Summit Financial’s Defiance Daily Target 2x Long MSTR ETF MSTX Stock Holding History

Summit Financial’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 		$257K Buy
+14,033
New +$168K ﹤0.01% 1406
2026
Q1 		– Sell
-2,238
Closed -$86.2K – 1478
2025
Q4 		$86.2K Buy
2,238
+1,259
+129% +$137K ﹤0.01% 1273
2025
Q3 		$209K Buy
+979
New +$309K ﹤0.01% 1188

Other funds holding MSTX

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Chung Wu Investment Group
Chung Wu Investment Group Sugar Land, Texas $137M AUM 62.84% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

Summit Financial's MSTX Position: Q3 2026 in Review

Summit Financial opened a new position in Defiance Daily Target 2x Long MSTR ETF (MSTX) in Q3 2026: 14,033 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: Summit Financial previously reported a position in MSTX as recently as Q4 2025.

Summit Financial first reported a position in MSTX in Q3 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold MSTX as of Q3 2026.

  • Summit Financial held 14,033 shares of Defiance Daily Target 2x Long MSTR ETF worth $257K as of Q3 2026.
  • Defiance Daily Target 2x Long MSTR ETF was a new Summit Financial position in Q3 2026.
  • Defiance Daily Target 2x Long MSTR ETF made up ﹤0.01% of Summit Financial's portfolio in Q3 2026, its #1406 holding.
  • Summit Financial first reported a position in Defiance Daily Target 2x Long MSTR ETF in Q3 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Defiance Daily Target 2x Long MSTR ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.