ALTFEST L J & CO INC EDZ — DIREXION SHS ETF TR

Ownership history in ALTFEST L J & CO INC  ·  4 quarters on record

AI Ownership Summary

ALTFEST L J & CO INC reported DIREXION SHS ETF TR (EDZ) in 4 quarterly 13F filings from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.56% in 2026 Q3. The latest visible filing shows EDZ at 0.56% 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 EDZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALTFEST L J & CO INC'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
2026 Q3

EDZ was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 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.

EDZ stock page ALTFEST L J & CO INC fund profile ALTFEST L J & CO INC full holdings
How ALTFEST L J & CO INC held EDZ — position size vs. price
% of Fund (quarterly)    EDZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 391,872 +368,856 +1602.6% 0.56% $5.7M 2026-10-27 $17.53
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EDZ

As of 2026 Q3 — sorted by position size

PayPay Securities Corp 3Y 0.29% SBI Securities Co., Ltd. 0.0%

FAQ About ALTFEST L J & CO INC and EDZ

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

How long has ALTFEST L J & CO INC reported owning EDZ?

ALTFEST L J & CO INC reported EDZ across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported EDZ position in ALTFEST L J & CO INC's portfolio?

The largest reported portfolio weight for EDZ was 0.56% in 2026 Q3.

What is the latest reported EDZ position on this page?

The most recent filing on this page is 2026 Q3, when ALTFEST L J & CO INC reported 391,872 shares, equal to 0.56% of portfolio, with an estimated market value of $5.7M.

What does the chart on this EDZ ownership page compare?

The chart compares ALTFEST L J & CO INC's quarterly EDZ 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.

How well did ALTFEST L J & CO INC time their EDZ position?

Based on 13F filing dates vs. subsequent EDZ price moves, ALTFEST L J & CO INC correctly timed 2 out of 3 reported position changes (67%).

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