Ownership history in Avion Wealth · 9 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in DIREXION SHS ETF TR (UBOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,229 | +3 | +0.2% | 0.01% | $31K | $25.58 |
| 2025 Q3 | ADDED | 1,226 | +308 | +33.6% | 0.01% | $30K | $24.96 |
| 2025 Q1 | UNCHANGED | 918 | — | 0% | 0.01% | $20K | $17.33 |
| 2024 Q4 | ADDED | 918 | +7 | +0.8% | 0.01% | $20K | $22.55 |
| 2024 Q3 | ADDED | 911 | +3 | +0.3% | 0.01% | $21K | $23.35 |
| 2024 Q2 | UNCHANGED | 908 | — | 0% | 0.01% | $20K | $22.38 |
| 2024 Q1 | ADDED | 908 | +6 | +0.7% | 0.01% | $23K | $24.45 |
| 2023 Q4 | UNCHANGED | 902 | — | 0% | 0.01% | $19K | $20.13 |
| 2023 Q3 | INITIATED | 902 | — | — | 0.00% | $14K | — |
As of 2025 Q4 — sorted by position size