Visionary Wealth Advisors JNUG DIREXION SHS ETF TR

Ownership history in Visionary Wealth Advisors  ·  7 quarters on record

AI Ownership Summary

Visionary Wealth Advisors reported DIREXION SHS ETF TR (JNUG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows JNUG 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 JNUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Visionary Wealth Advisors'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 Q1

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

High-water mark
Peak Conviction
0.06% 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
2024 Q3 to 2026 Q1

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 Visionary Wealth Advisors held JNUG — position size vs. price
% of Fund (quarterly)    JNUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,230 -385 -10.7% 0.03% $643K 2026-05-13 $222.85
2025 Q4 REDUCED 50.1% -2.9% 3,615 -3,624 -50.1% 0.03% $747K 2026-02-13 $272.18
2025 Q3 REDUCED 7.7% +27.5% 7,239 -608 -7.7% 0.06% $1.2M 2025-11-13 $151.91
2025 Q2 REDUCED 14.0% +103.0% 7,847 -1,274 -14.0% 0.03% $623K 2025-08-14 $88.98
2025 Q1 REDUCED 15.3% +29.6% 9,121 -1,644 -15.3% 0.03% $560K 2025-05-14 $58.73
2024 Q4 ADDED 10,765 +2,851 +36.0% 0.02% $393K 2025-02-14 $48.65
2024 Q3 INITIATED 7,914 0.02% $374K 2024-11-12 $40.10

FAQ About Visionary Wealth Advisors and JNUG

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

How long has Visionary Wealth Advisors reported owning JNUG?

Visionary Wealth Advisors reported JNUG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported JNUG position in Visionary Wealth Advisors's portfolio?

The largest reported portfolio weight for JNUG was 0.06% in 2025 Q3.

What is the latest reported JNUG position on this page?

The most recent filing on this page is 2026 Q1, when Visionary Wealth Advisors reported 3,230 shares, equal to 0.03% of portfolio, with an estimated market value of $643K.

What does the chart on this JNUG ownership page compare?

The chart compares Visionary Wealth Advisors's quarterly JNUG 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 Visionary Wealth Advisors time their JNUG position?

Based on 13F filing dates vs. subsequent JNUG price moves, Visionary Wealth Advisors correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on JNUG relative to SPY over the holding period was +168.5%.

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