NUGT — DIREXION SHS ETF TR

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in DIREXION SHS ETF TR (NUGT). 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
0.22% (2025 Q4)
Avg. % of fund
0.21%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 83,000 — 0% 0.22% $15.3M $183.85
2025 Q3 INITIATED 83,000 — — 0.20% $12.8M $154.28
% of Fund (quarterly)    NUGT price (monthly, adj. close)

Other funds also holding NUGT

As of 2025 Q4 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 0.86% Client First Investment Management LLC 0.48% Virtu Financial LLC 3Y 7Y 0.25% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.19% GTS SECURITIES LLC 0.15% Caitlin John, LLC 0.12% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.11% Harvest Investment Services, LLC 3Y 7Y 0.1% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.07% Jump Financial, LLC 3Y 0.05%
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