Stone House Investment Management, LLC MIDU DIREXION SHS ETF TR

Ownership history in Stone House Investment Management, LLC  ·  5 quarters on record

AI Ownership Summary

Stone House Investment Management, LLC reported DIREXION SHS ETF TR (MIDU) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows MIDU at 0.03% 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 MIDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stone House Investment Management, LLC'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
2026 Q2

MIDU was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 Q1 to 2026 Q2

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 Stone House Investment Management, LLC held MIDU — position size vs. price
% of Fund (quarterly)    MIDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 2,598 -1,248 -32.4% 0.03% $194K 2026-08-05 $73.40
2025 Q4 ADDED 3,846 +350 +10.0% 0.03% $195K 2026-01-21 $60.55
2025 Q3 ADDED 3,496 +20 +0.6% 0.03% $177K 2025-10-27 $51.85
2025 Q2 REDUCED 3,476 -74 -2.1% 0.03% $157K 2025-08-06 $45.37
2025 Q1 INITIATED 3,550 0.03% $147K 2025-05-13 $43.58

FAQ About Stone House Investment Management, LLC and MIDU

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

How long has Stone House Investment Management, LLC reported owning MIDU?

Stone House Investment Management, LLC reported MIDU across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MIDU position in Stone House Investment Management, LLC's portfolio?

The largest reported portfolio weight for MIDU was 0.03% in 2025 Q4.

What is the latest reported MIDU position on this page?

The most recent filing on this page is 2026 Q2, when Stone House Investment Management, LLC reported 2,598 shares, equal to 0.03% of portfolio, with an estimated market value of $194K.

What does the chart on this MIDU ownership page compare?

The chart compares Stone House Investment Management, LLC's quarterly MIDU 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 Stone House Investment Management, LLC time their MIDU position?

Based on 13F filing dates vs. subsequent MIDU price moves, Stone House Investment Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on MIDU relative to SPY over the holding period was +1340.9%.

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