Carson Wealth (CWM LLC)
TNA icon

Carson Wealth (CWM LLC)’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Carson Wealth (CWM LLC)’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 		$61.7K Buy
1,399
+501
+56% +$25.7K ﹤0.01% 3650
2025
Q4 		$41K Buy
898
+20
+2% +$924 ﹤0.01% 3753
2025
Q3 		$40K Buy
+878
New +$34.6K ﹤0.01% 3711
2025
Q2 		– Sell
-500
Closed -$15K – 5306
2025
Q1 		$15K Hold
500
– – ﹤0.01% 3893
2024
Q4 		$21K Buy
500
+204
+69% +$9.69K ﹤0.01% 3414
2024
Q3 		$13K Hold
296
– – ﹤0.01% 3649
2024
Q2 		$11K Buy
+296
New +$11K ﹤0.01% 3502

Other funds holding TNA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWP
Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TNA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 56% in Q1 2026, buying an estimated $25.7K and bringing the position to 1,399 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3650.

Carson Wealth (CWM LLC) first reported a position in TNA in Q2 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,399 shares of Direxion Daily Small Cap Bull 3x ETF worth $61.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 501 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2026, an estimated $25.7K.
  • Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3650 holding.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.