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Baker Avenue Asset Management’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Baker Avenue Asset 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 		– Sell
-67,500
Closed -$2.98M – 861
2026
Q1 		$2.98M Buy
67,500
+52,500
+350% +$2.69M 0.07% 187
2025
Q4 		$683K Buy
15,000
+6,000
+67% +$277K 0.02% 314
2025
Q3 		$407K Buy
+9,000
New +$355K 0.01% 399
2025
Q2 		– Sell
-67,800
Closed -$1.98M – 542
2025
Q1 		$1.98M Buy
67,800
+15,000
+28% +$584K 0.06% 193
2024
Q4 		$2.21M Sell
52,800
-2,200
-4% -$105K 0.07% 185
2024
Q3 		$2.44M Buy
55,000
+31,250
+132% +$1.3M 0.08% 171
2024
Q2 		$871K Buy
+23,750
New +$882K 0.03% 230
2024
Q1 		– Sell
-18,750
Closed -$740K – 393
2023
Q4 		$740K Sell
18,750
-1,250
-6% -$36.5K 0.03% 230
2023
Q3 		$575K Buy
+20,000
New +$700K 0.03% 250
2019
Q4 		– Sell
-6,000
Closed -$334K – 270
2019
Q3 		$334K Buy
6,000
+1,000
+20% +$57.9K 0.03% 201
2019
Q2 		$311K Buy
+5,000
New +$308K 0.03% 203

Other funds holding TNA

Royal Bank of Canada
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 $510M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 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
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Baker Avenue Asset Management's TNA Position: Q2 2026 in Review

Baker Avenue Asset Management sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026, closing a stake of 67,500 shares — an estimated $2.98M sold.

Baker Avenue Asset Management first reported a position in TNA in Q2 2019 and held it in 11 quarters. The position peaked at $2.98M in Q1 2026. 97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Baker Avenue Asset Management reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q2 2026 after selling out during the quarter.
  • Baker Avenue Asset Management sold 67,500 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $2.98M.
  • Baker Avenue Asset Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2019 and held it in 11 quarters.
  • Baker Avenue Asset Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $2.98M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.