BAM
TNA icon

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

Belpointe 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 		$238K Buy
+3,174
New +$200K 0.01% 984
2025
Q1 		– Sell
-5,474
Closed -$242K – 1033
2024
Q4 		$242K Buy
+5,474
New +$260K 0.01% 733

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

Belpointe Asset Management's TNA Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026: 3,174 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in TNA as recently as Q4 2024.

Belpointe Asset Management first reported a position in TNA in Q4 2024 and has held it in 2 quarters since. The position peaked at $242K in Q4 2024. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Belpointe Asset Management held 3,174 shares of Direxion Daily Small Cap Bull 3x ETF worth $238K as of Q2 2026.
  • Direxion Daily Small Cap Bull 3x ETF was a new Belpointe Asset Management position in Q2 2026.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #984 holding.
  • Belpointe Asset Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2024 and has held it in 2 quarters since.
  • Belpointe Asset Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $242K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.