Thomas J. Herzfeld Advisors’s Tuttle Capital Daily 2X Inverse Regional Banks ETF SKRE Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio SKRE Stock Details SKRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-70,133	Closed	-$1.01M	–	140
2025 Q1	$1.01M	Buy	+70,133	New	+$915K	0.35%	56

Other funds holding SKRE

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Thomas J. Herzfeld Advisors's SKRE Position: Q2 2025 in Review

Thomas J. Herzfeld Advisors sold out of Tuttle Capital Daily 2X Inverse Regional Banks ETF (SKRE) in Q2 2025, closing a stake of 70,133 shares — an estimated $1.01M sold.

Thomas J. Herzfeld Advisors first reported a position in SKRE in Q1 2025 and held it in 1 quarter. The position peaked at $1.01M in Q1 2025. 2 funds tracked by Wall St. Rank hold SKRE as of Q2 2025.

Thomas J. Herzfeld Advisors reported no remaining Tuttle Capital Daily 2X Inverse Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 70,133 Tuttle Capital Daily 2X Inverse Regional Banks ETF shares in Q2 2025, an estimated $1.01M.
Thomas J. Herzfeld Advisors first reported a position in Tuttle Capital Daily 2X Inverse Regional Banks ETF in Q1 2025 and held it in 1 quarter.
Thomas J. Herzfeld Advisors's Tuttle Capital Daily 2X Inverse Regional Banks ETF position peaked at $1.01M in Q1 2025.
2 funds tracked by Wall St. Rank held Tuttle Capital Daily 2X Inverse Regional Banks ETF as of Q2 2025.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.