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

Bernard 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 Q1	$83.5K	Buy	1,892 +1	+0.1%	+$51	0.04%	104
2025 Q4	$86.1K	Buy	1,891 +1	+0.1%	+$46	0.03%	104
2025 Q3	$85.5K	Buy	1,890 +12	+0.6%	+$473	0.04%	103
2025 Q2	$63K	Buy	1,878 +6	+0.3%	+$168	0.03%	112
2025 Q1	$54.8K	Hold	1,872	–	–	0.03%	112
2024 Q4	$78.4K	Buy	+1,872	New	+$88.9K	0.04%	97

Other funds holding TNA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

MWP

Momentum Wealth Planning Estero, Florida $113M AUM 26.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bernard Wealth Management's TNA Position: Q1 2026 in Review

Bernard Wealth Management increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 0.05% in Q1 2026, buying an estimated $51 and bringing the position to 1,892 shares worth $83.5K. The position accounts for 0.04% of the portfolio, ranked #104.

Bernard Wealth Management first reported a position in TNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $86.1K in Q4 2025. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

Bernard Wealth Management held 1,892 shares of Direxion Daily Small Cap Bull 3x ETF worth $83.5K as of Q1 2026.
Bernard Wealth Management bought 1 Direxion Daily Small Cap Bull 3x ETF share in Q1 2026, an estimated $51.
Direxion Daily Small Cap Bull 3x ETF made up 0.04% of Bernard Wealth Management's portfolio in Q1 2026, its #104 holding.
Bernard 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.
Bernard Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $86.1K in Q4 2025.
75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.