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

Clay Northam 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
Q3 		– Sell
-2,780
Closed -$209K – 113
2026
Q2 		$209K Buy
+2,780
New +$175K 0.1% 106

Other funds holding TNA

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Clay Northam Wealth Management's TNA Position: Q3 2026 in Review

Clay Northam Wealth Management sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q3 2026, closing a stake of 2,780 shares — an estimated $209K sold.

Clay Northam Wealth Management first reported a position in TNA in Q2 2026 and held it in 1 quarter. The position peaked at $209K in Q2 2026. 6 funds tracked by Wall St. Rank hold TNA as of Q3 2026.

  • Clay Northam Wealth Management reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q3 2026 after selling out during the quarter.
  • Clay Northam Wealth Management sold 2,780 Direxion Daily Small Cap Bull 3x ETF shares in Q3 2026, an estimated $209K.
  • Clay Northam Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2026 and held it in 1 quarter.
  • Clay Northam Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $209K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q3 2026.

Based on Clay Northam Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.