Bank of Montreal
TNA icon

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
2018
Q2 		– Sell
-62,400
Closed -$4.2M – 4878
2018
Q1 		$4.2M Hold
62,400
– – ﹤0.01% 1229
2017
Q4 		$4.38M Sell
62,400
-18,600
-23% -$1.25M ﹤0.01% 1191
2017
Q3 		$5.26M Hold
81,000
– – ﹤0.01% 1151
2017
Q2 		$4.52M Buy
+81,000
New +$4.32M ﹤0.01% 1203
2017
Q1 		– Sell
-65,400
Closed -$3.05M – 4188
2016
Q4 		$3.05M Buy
+65,400
New +$2.83M ﹤0.01% 1311

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

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.