Bank of Montreal’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Bank of Montreal’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	$44.5K	Buy	+800	New	+$50.4K	﹤0.01%	3442
2023 Q4	–	Sell	-100	Closed	-$3.26K	–	4296
2023 Q3	$3.26K	Buy	+100	New	+$3.5K	﹤0.01%	3691
2018 Q2	–	Sell	-62,400	Closed	-$4.2M	–	4877
2018 Q1	$4.2M	Hold	62,400	–	–	﹤0.01%	1228
2017 Q4	$4.38M	Sell	62,400 -58,600	-48%	-$3.94M	﹤0.01%	1190
2017 Q3	$7.85M	Sell	121,000 -60,000	-33%	-$3.35M	0.01%	955
2017 Q2	$10.1M	Buy	181,000 +81,000	+81%	+$4.32M	0.01%	850
2017 Q1	$5.29M	Buy	100,000 +34,600	+53%	+$1.8M	0.01%	1044
2016 Q4	$3.05M	Buy	+65,400	New	+$2.83M	﹤0.01%	1310

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 $510M AUM

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

Bank of Montreal's TNA Position: Q2 2026 in Review

Bank of Montreal opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026: 800 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #3442 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in TNA as recently as Q3 2023.

Bank of Montreal first reported a position in TNA in Q4 2016 and has held it in 8 quarters since. The position peaked at $10.1M in Q2 2017. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

Bank of Montreal held 800 shares of Direxion Daily Small Cap Bull 3x ETF worth $44.5K as of Q2 2026.
Direxion Daily Small Cap Bull 3x ETF was a new Bank of Montreal position in Q2 2026.
Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3442 holding.
Bank of Montreal first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2016 and has held it in 8 quarters since.
Bank of Montreal's Direxion Daily Small Cap Bull 3x ETF position peaked at $10.1M in Q2 2017.
96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.