AMZU β€” DIREXION DAILY AMZN BULL 2X SHARES

Ownership history in EverSource Wealth Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in DIREXION DAILY AMZN BULL 2X SHARES (AMZU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

EverSource Wealth Advisors, LLC Γ— AMZU AI Analytics

πŸ“‰ EverSource Wealth Advisors, LLC underperformed the S&P 500 by –0.2% annually on this AMZU position. Average cost basis: $28.35. Maximum drawdown during holding period: –4.6%.

πŸ“ˆ Position Alpha vs SPY
-0.2%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
2 quarters analyzed

πŸ’° Entry Quality
$28.35
+17.7% vs current ($33.37)

Best entry: $28.35 (2025 Q1)  Β·  Worst: $28.35 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–4.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMZU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 200 β€” 0% 0.00% $7K $33.37
2025 Q2 UNCHANGED 200 β€” 0% 0.00% $7K $34.97
2025 Q1 INITIATED 200 β€” β€” 0.00% $6K $28.35

🏒 Other funds also holding AMZU

As of 2025 Q4 β€” sorted by position size

PayPay Securities Corp 3Y 0.92% TRUE Private Wealth Advisors 3Y 7Y 0.19% Traynor Capital Management, Inc. 3Y 7Y 0.13% Virtu Financial LLC 3Y 7Y 0.08% HOEY INVESTMENTS, INC 3Y 0.07% Focused Wealth Management, Inc 3Y 7Y 0.06% Safe Harbor Fiduciary, LLC 0.04% SeaCrest Wealth Management, LLC 3Y 7Y 0.03% HUB Investment Partners, LLC 3Y 0.03% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02%
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