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Caldwell Trust’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Caldwell Trust’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 		$3.93K Buy
+89
New +$4.56K ﹤0.01% 724

Other funds holding TNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Caldwell Trust's TNA Position: Q1 2026 in Review

Caldwell Trust opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2026: 89 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings.

75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Caldwell Trust held 89 shares of Direxion Daily Small Cap Bull 3x ETF worth $3.93K as of Q1 2026.
  • Direxion Daily Small Cap Bull 3x ETF was a new Caldwell Trust position in Q1 2026.
  • Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #724 holding.
  • 75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.