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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
Q2 		– Sell
-89
Closed -$3.93K – 846
2026
Q1 		$3.93K Buy
+89
New +$4.56K ﹤0.01% 724

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 $258M AUM 17.9% 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

Caldwell Trust's TNA Position: Q2 2026 in Review

Caldwell Trust sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026, closing a stake of 89 shares — an estimated $3.93K sold.

Caldwell Trust first reported a position in TNA in Q1 2026 and held it in 1 quarter. The position peaked at $3.93K in Q1 2026. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Caldwell Trust reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q2 2026 after selling out during the quarter.
  • Caldwell Trust sold 89 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $3.93K.
  • Caldwell Trust first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2026 and held it in 1 quarter.
  • Caldwell Trust's Direxion Daily Small Cap Bull 3x ETF position peaked at $3.93K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.