TZA β€” DIREXION SHS ETF TR

Ownership history in Advisory Resource Group  Β·  2 quarters on record

AI Ownership Summary

Advisory Resource Group reported DIREXION SHS ETF TR (TZA) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows TZA at 0.02% 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.

What this TZA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Resource Group'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 Q3

TZA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q3

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 Advisory Resource Group held TZA β€” position size vs. price
% of Fund (quarterly)    TZA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 10,238 +92 +0.9% 0.02% $84K 2025-10-22 $7.94
2025 Q2 INITIATED 10,146 β€” β€” 0.02% $120K 2025-08-08 $10.99

FAQ About Advisory Resource Group and TZA

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

How long has Advisory Resource Group reported owning TZA?

Advisory Resource Group reported TZA across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported TZA position in Advisory Resource Group's portfolio?

The largest reported portfolio weight for TZA was 0.02% in 2025 Q2.

What is the latest reported TZA position on this page?

The most recent filing on this page is 2025 Q3, when Advisory Resource Group reported 10,238 shares, equal to 0.02% of portfolio, with an estimated market value of $84K.

What does the chart on this TZA ownership page compare?

The chart compares Advisory Resource Group's quarterly TZA 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.

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