NUGT β€” DIREXION SHS ETF TR

Ownership history in 180 WEALTH ADVISORS, LLC  Β·  12 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported DIREXION SHS ETF TR (NUGT) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows NUGT at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NUGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NUGT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 180 WEALTH ADVISORS, LLC held NUGT β€” position size vs. price
% of Fund (quarterly)    NUGT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,354 -739 -18.1% 0.07% $617K 2026-02-14 (Est.) $253.05
2025 Q3 REDUCED 4,093 -268 -6.1% 0.08% $632K 2025-10-16 $186.23
2025 Q2 REDUCED 4,361 -2,381 -35.3% 0.05% $324K 2025-07-31 $72.09
2025 Q1 ADDED 6,742 +213 +3.3% 0.07% $419K 2025-04-09 $58.11
2024 Q4 ADDED 6,529 +590 +9.9% 0.04% $230K 2025-01-14 $39.87
2024 Q3 REDUCED 5,939 -416 -6.5% 0.05% $295K 2024-11-01 $48.65
2024 Q2 REDUCED 6,355 -768 -10.8% 0.05% $299K 2024-07-16 $49.31
2024 Q1 ADDED 7,123 +792 +12.5% 0.04% $245K 2024-04-16 $36.57
2023 Q4 ADDED 6,331 +602 +10.5% 0.04% $215K 2024-01-25 $27.83
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NUGT

As of 2026 Q1 β€” sorted by position size

MOULTON WEALTH MANAGEMENT, INC 3Y 0.2% Composition Wealth, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About 180 WEALTH ADVISORS, LLC and NUGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning NUGT?

180 WEALTH ADVISORS, LLC reported NUGT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NUGT position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NUGT was 0.08% in 2025 Q3.

What is the latest reported NUGT position on this page?

The most recent filing on this page is 2025 Q4, when 180 WEALTH ADVISORS, LLC reported 3,354 shares, equal to 0.07% of portfolio, with an estimated market value of $617K.

What does the chart on this NUGT ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly NUGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to 180 WEALTH ADVISORS, LLC Holdings