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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Summit Financial's MSTX Position: Q1 2026 in Review

Summit Financial sold out of Defiance Daily Target 2x Long MSTR ETF (MSTX) in Q1 2026, closing a stake of 2,238 shares — an estimated $86.2K sold.

Summit Financial first reported a position in MSTX in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 25 funds tracked by Wall St. Rank hold MSTX as of Q1 2026.

  • Summit Financial reported no remaining Defiance Daily Target 2x Long MSTR ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 2,238 Defiance Daily Target 2x Long MSTR ETF shares in Q1 2026, an estimated $86.2K.
  • Summit Financial first reported a position in Defiance Daily Target 2x Long MSTR ETF in Q3 2025 and held it in 2 quarters.
  • Summit Financial's Defiance Daily Target 2x Long MSTR ETF position peaked at $209K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Defiance Daily Target 2x Long MSTR ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.