PLTU — DIREXION SHS ETF TR

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in DIREXION SHS ETF TR (PLTU). 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.

Peak position
0.11% (2025 Q3)
Avg. % of fund
0.08%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,009 +5,009 +33.4% 0.07% $1.5M $73.54
2025 Q3 UNCHANGED 15,000 — 0% 0.11% $1.9M $84.15
2025 Q2 ADDED 15,000 +5,000 +50.0% 0.10% $1.7M $50.56
2025 Q1 INITIATED 10,000 — — 0.04% $489K $23.00
% of Fund (quarterly)    PLTU price (monthly, adj. close)

Other funds also holding PLTU

As of 2025 Q4 — sorted by position size

TRUE Private Wealth Advisors 3Y 7Y 0.1% Virtu Financial LLC 3Y 7Y 0.05% Ausdal Financial Partners, Inc. 3Y 7Y 0.02% StoneX Group Inc. 3Y 7Y 0.02% Belpointe Asset Management LLC 3Y 7Y 0.01% GTS SECURITIES LLC 0.01% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% Belvedere Trading LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% HOEY INVESTMENTS, INC 3Y 0.0%
← Back to DIVERSIFY WEALTH MANAGEMENT, LLC Holdings