Venturi Wealth Management’s MicroSectors FANG & Innovation 3x Leveraged ETN BULZ Stock Holding History

Venturi Wealth Management’s Portfolio BULZ Stock Details BULZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-80	Closed	-$1.18K	–	1941
2024 Q3	$1.18K	Buy	+80	New	+$1.12K	﹤0.01%	1757
2024 Q1	–	Sell	-110	Closed	-$1.16K	–	1370
2023 Q4	$1.16K	Buy	+110	New	+$882	﹤0.01%	1319

Other funds holding BULZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Venturi Wealth Management's BULZ Position: Q4 2024 in Review

Venturi Wealth Management sold out of MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) in Q4 2024, closing a stake of 80 shares — an estimated $1.18K sold.

Venturi Wealth Management first reported a position in BULZ in Q4 2023 and held it in 2 quarters. The position peaked at $1.18K in Q3 2024. 5 funds tracked by Wall St. Rank hold BULZ as of Q4 2024.

Venturi Wealth Management reported no remaining MicroSectors FANG & Innovation 3x Leveraged ETN position as of Q4 2024 after selling out during the quarter.
Venturi Wealth Management sold 80 MicroSectors FANG & Innovation 3x Leveraged ETN shares in Q4 2024, an estimated $1.18K.
Venturi Wealth Management first reported a position in MicroSectors FANG & Innovation 3x Leveraged ETN in Q4 2023 and held it in 2 quarters.
Venturi Wealth Management's MicroSectors FANG & Innovation 3x Leveraged ETN position peaked at $1.18K in Q3 2024.
5 funds tracked by Wall St. Rank held MicroSectors FANG & Innovation 3x Leveraged ETN as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.