Prosperity Wealth Management, Inc. HIBS DIREXION SHS ETF TR

Ownership history in Prosperity Wealth Management, Inc.  ·  5 quarters on record

AI Ownership Summary

Prosperity Wealth Management, Inc. reported DIREXION SHS ETF TR (HIBS) in 5 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.55% in 2025 Q3. The latest visible filing shows HIBS at 0.55% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HIBS ownership page tells you

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

HIBS was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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 Prosperity Wealth Management, Inc. held HIBS — position size vs. price
% of Fund (quarterly)    HIBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 249,733 +170,165 +213.9% 0.55% $1.6M 2025-11-14 $60.58
2025 Q2 ADDED 79,568 +30,726 +62.9% 0.28% $749K 2025-08-05 $80.96
2024 Q1 ADDED 48,842 +20,809 +74.2% 0.51% $1.1M 2024-05-15 $217.45
2023 Q4 ADDED 28,033 +5,546 +24.7% 0.49% $760K 2024-01-30 $250.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Prosperity Wealth Management, Inc. and HIBS

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

How long has Prosperity Wealth Management, Inc. reported owning HIBS?

Prosperity Wealth Management, Inc. reported HIBS across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HIBS position in Prosperity Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for HIBS was 0.55% in 2025 Q3.

What is the latest reported HIBS position on this page?

The most recent filing on this page is 2025 Q3, when Prosperity Wealth Management, Inc. reported 249,733 shares, equal to 0.55% of portfolio, with an estimated market value of $1.6M.

What does the chart on this HIBS ownership page compare?

The chart compares Prosperity Wealth Management, Inc.'s quarterly HIBS 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.

How well did Prosperity Wealth Management, Inc. time their HIBS position?

Based on 13F filing dates vs. subsequent HIBS price moves, Prosperity Wealth Management, Inc. correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on HIBS relative to SPY over the holding period was -80.5%.

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