AE Wealth Management’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

AE Wealth Management’s Portfolio TNA Stock Details TNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$88.7K	Buy	+1,181	New	+$74.4K	﹤0.01%	1946
2026 Q1	–	Sell	-6,113	Closed	-$278K	–	2704
2025 Q4	$278K	Buy	6,113 +6,010	+5,835%	+$278K	﹤0.01%	1345
2025 Q3	$4.66K	Sell	103 -6	-6%	-$236	﹤0.01%	2088
2025 Q2	$3.66K	Sell	109 -1,709	-94%	-$48K	﹤0.01%	1991
2025 Q1	$53.2K	Sell	1,818 -2,178	-55%	-$84.8K	﹤0.01%	1575
2024 Q4	$167K	Buy	+3,996	New	+$190K	﹤0.01%	1311

Other funds holding TNA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWP

Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 1-Year Est. Return

Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

AE Wealth Management's TNA Position: Q2 2026 in Review

AE Wealth Management opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026: 1,181 shares worth $88.7K. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in TNA as recently as Q4 2025.

AE Wealth Management first reported a position in TNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $278K in Q4 2025. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

AE Wealth Management held 1,181 shares of Direxion Daily Small Cap Bull 3x ETF worth $88.7K as of Q2 2026.
Direxion Daily Small Cap Bull 3x ETF was a new AE Wealth Management position in Q2 2026.
Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1946 holding.
AE Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $278K in Q4 2025.
96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.