HOEY INVESTMENTS, INC METU β€” DIREXION SHS ETF TR

Ownership history in HOEY INVESTMENTS, INC  Β·  3 quarters on record

AI Ownership Summary

HOEY INVESTMENTS, INC reported DIREXION SHS ETF TR (METU) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows METU at 0.01% 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 METU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOEY INVESTMENTS, INC'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 Q4

METU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 HOEY INVESTMENTS, INC held METU β€” position size vs. price
% of Fund (quarterly)    METU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 3,000 +2,500 +500.0% 0.01% $96K 2026-01-28 $31.88
2025 Q3 UNCHANGED β€” β€” β€” 500 β€” 0% 0.00% $21K 2025-11-13 $27.58
2025 Q2 INITIATED β€” β€” β€” 500 β€” β€” 0.00% $23K 2025-07-14 $41.80

FAQ About HOEY INVESTMENTS, INC and METU

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

How long has HOEY INVESTMENTS, INC reported owning METU?

HOEY INVESTMENTS, INC reported METU across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported METU position in HOEY INVESTMENTS, INC's portfolio?

The largest reported portfolio weight for METU was 0.01% in 2025 Q4.

What is the latest reported METU position on this page?

The most recent filing on this page is 2025 Q4, when HOEY INVESTMENTS, INC reported 3,000 shares, equal to 0.01% of portfolio, with an estimated market value of $96K.

What does the chart on this METU ownership page compare?

The chart compares HOEY INVESTMENTS, INC's quarterly METU 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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