Westwood Wealth Management - DIREXION SHS ETF TR ownership

Quarter-by-quarter ownership
Westwood Wealth Management ownership history of DIREXION SHS ETF TR
ValueSharesWeighting
Q3 2023$2,400,740
-14.5%
30,700
-1.6%
1.59%
-19.7%
Q2 2023$2,807,376
+23.1%
31,200
+0.1%
1.98%
-2.7%
Q1 2023$2,281,387
+35.3%
31,175
+14.8%
2.03%
+0.3%
Q4 2022$1,686,287
+200.6%
27,150
+159.4%
2.03%
+302.0%
Q3 2022$561,000
+53.3%
10,466
+87.4%
0.50%
+19.4%
Q2 2022$366,000
-65.5%
5,586
-36.8%
0.42%
+2.7%
Q1 2022$1,060,000
+215.5%
8,845
+278.0%
0.41%
+187.4%
Q4 2021$336,0002,3400.14%
Other shareholders
DIREXION SHS ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mizuho Securities Co. Ltd. 2,504,450$134,188,00045.46%
Wealthstar Advisors, LLC 687,958$36,864,00017.55%
Impala Asset Management LLC 305,000$16,342,00011.08%
Gainplan LLC 91,600$4,908,0005.14%
JBF Capital, Inc. 171,000$9,162,0002.31%
EHP Funds Inc. 153,000$8,198,0001.66%
LifeGuide Financial Advisors, LLC 20,480$1,097,0001.07%
CUMBERLAND ADVISORS INC 47,520$2,546,0001.01%
Insight Wealth Partners, LLC 19,052$1,021,0000.96%
Charter Oak Capital Management, LLC 58,873$3,154,0000.50%
View complete list of DIREXION SHS ETF TR shareholders