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

TPB 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
2023
Q1 		$4.58M Sell
51,629
-4,184
-7% -$363K 2.5% 14
2022
Q4 		$4.41M Buy
+55,813
New +$4.52M 2.27% 17

Other funds holding TMF

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
BSCM
Berry Street Capital Management London, United Kingdom $340M AUM 65.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TC
Taika Capital Sunny Isles Beach, Florida $131M AUM 36.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TPB Wealth Advisors's TMF Position: Q1 2023 in Review

TPB Wealth Advisors reduced its Direxion Daily 20+ Year Treasury Bull 3X ETF (TMF) stake by 7.5% in Q1 2023, selling an estimated $363K and leaving 51,629 shares worth $4.58M. The position accounts for 2.5% of the portfolio, ranked #14.

TPB Wealth Advisors first reported a position in TMF in Q4 2022 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold TMF as of Q1 2023.

  • TPB Wealth Advisors held 51,629 shares of Direxion Daily 20+ Year Treasury Bull 3X ETF worth $4.58M as of Q1 2023.
  • TPB Wealth Advisors sold 4,184 Direxion Daily 20+ Year Treasury Bull 3X ETF shares in Q1 2023, an estimated $363K.
  • Direxion Daily 20+ Year Treasury Bull 3X ETF made up 2.5% of TPB Wealth Advisors's portfolio in Q1 2023, its #14 holding.
  • TPB Wealth Advisors first reported a position in Direxion Daily 20+ Year Treasury Bull 3X ETF in Q4 2022 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Direxion Daily 20+ Year Treasury Bull 3X ETF as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.