COM — DIREXION SHS ETF TR

Ownership history in Lifeworks Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in DIREXION SHS ETF TR (COM). 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
0.07% (2024 Q3)
Avg. % of fund
0.05%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,542 -115 -1.3% 0.03% $245K $28.62
2025 Q2 REDUCED 8,657 -747 -7.9% 0.04% $239K $27.30
2025 Q1 REDUCED 9,404 -2,444 -20.6% 0.05% $276K $28.70
2024 Q4 REDUCED 11,848 -302 -2.5% 0.06% $336K $27.46
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COM price (monthly, adj. close)

Other funds also holding COM

As of 2025 Q4 — sorted by position size

WBI INVESTMENTS, LLC 3Y 7Y 1.42% Pasadena Private Wealth, LLC 3Y 7Y 1.22% Ifrah Financial Services, Inc. 3Y 7Y 0.92% PETRA FINANCIAL ADVISORS INC 0.89% PITCAIRN CO 3Y 7Y 0.84% Stratos Investment Management, LLC 3Y 0.51% Maridea Wealth Management LLC 0.34% Rooted Wealth Advisors, Inc. 3Y 0.31% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 0.26% IRON Financial LLC 3Y 7Y 0.18%
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