TZA β€” DIREXION DAILY SMALL CAP BEAR 3X SHARES

Ownership history in CoreCap Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported DIREXION DAILY SMALL CAP BEAR 3X SHARES (TZA) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows TZA at 0.00% 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 TZA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in DIREXION DAILY SMALL CAP BEAR 3X SHARES, 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 Q1

TZA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 CoreCap Advisors, LLC held TZA β€” position size vs. price
% of Fund (quarterly)    TZA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 54 β€” 0% 0.00% $379 2026-04-07 $6.63
2025 Q4 UNCHANGED 54 β€” 0% 0.00% $406 2026-01-13 $6.23
2025 Q3 UNCHANGED 54 β€” 0% 0.00% $443 2025-10-22 $7.86
2025 Q2 ADDED 54 +2 +3.8% 0.00% $640 2025-08-14 $9.73
2025 Q1 UNCHANGED 52 β€” 0% 0.00% $886 2025-05-09 $14.65
2024 Q4 UNCHANGED 52 β€” 0% 0.00% $674 2025-02-14 $11.68
2024 Q3 ADDED 52 +27 +108.0% 0.00% $702 2024-11-08 $10.08
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding TZA

As of 2026 Q1 β€” sorted by position size

HIGHLINE WEALTH PARTNERS LLC 0.01% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About CoreCap Advisors, LLC and TZA

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

How long has CoreCap Advisors, LLC reported owning TZA?

CoreCap Advisors, LLC reported TZA across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TZA position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for TZA was 0.00% in 2025 Q1.

What is the latest reported TZA position on this page?

The most recent filing on this page is 2026 Q1, when CoreCap Advisors, LLC reported 54 shares, equal to 0.00% of portfolio, with an estimated market value of $379.

What does the chart on this TZA ownership page compare?

The chart compares CoreCap Advisors, LLC'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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