TZA β€” DIREXION SHS ETF TR

Ownership history in Corient Private Wealth LLC  Β·  6 quarters on record

AI Ownership Summary

Corient Private Wealth LLC reported DIREXION SHS ETF TR (TZA) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. 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.

What this TZA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Corient Private Wealth 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 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 Corient Private Wealth LLC held TZA β€” position size vs. price
% of Fund (quarterly)    TZA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 25,000 -20,000 -44.4% 0.00% $205K 2025-11-14 $8.44
2025 Q2 ADDED 45,000 +25,000 +125.0% 0.00% $534K 2025-08-15 $9.87
2025 Q1 UNCHANGED 20,000 β€” 0% 0.00% $341K 2025-05-14 $13.31
2024 Q4 UNCHANGED 20,000 β€” 0% 0.00% $259K 2025-02-10 $11.49
2024 Q3 UNCHANGED 20,000 β€” 0% 0.00% $270K 2024-11-12 $10.15
2024 Q2 INITIATED 20,000 β€” β€” 0.00% $371K 2024-08-13 $15.69

FAQ About Corient Private Wealth 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 Corient Private Wealth LLC reported owning TZA?

Corient Private Wealth LLC reported TZA across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported TZA position in Corient Private Wealth LLC's portfolio?

The largest reported portfolio weight for TZA was 0.00% in 2024 Q2.

What is the latest reported TZA position on this page?

The most recent filing on this page is 2025 Q3, when Corient Private Wealth LLC reported 25,000 shares, equal to 0.00% of portfolio, with an estimated market value of $205K.

What does the chart on this TZA ownership page compare?

The chart compares Corient Private Wealth 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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