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 Q2	$142K	Buy	1,894 +2	+0.1%	+$126	0.05%	79
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

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

Bernard Wealth Management's TNA Position: Q2 2026 in Review

Bernard Wealth Management increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 0.11% in Q2 2026, buying an estimated $126 and bringing the position to 1,894 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #79.

Bernard Wealth Management first reported a position in TNA in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

Bernard Wealth Management held 1,894 shares of Direxion Daily Small Cap Bull 3x ETF worth $142K as of Q2 2026.
Bernard Wealth Management bought 2 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $126.
Direxion Daily Small Cap Bull 3x ETF made up 0.05% of Bernard Wealth Management's portfolio in Q2 2026, its #79 holding.
Bernard Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.