CWM
TNA icon

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

Consultiva 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 		$22.5K Hold
300
– – 0.05% 169
2026
Q1 		$13.2K Hold
300
– – 0.04% 189
2025
Q4 		$13.7K Hold
300
– – 0.04% 182
2025
Q3 		$13.6K Buy
+300
New +$11.8K 0.04% 188

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 $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
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

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

Consultiva Wealth Management held its Direxion Daily Small Cap Bull 3x ETF (TNA) position steady in Q2 2026 at 300 shares worth $22.5K. The position accounts for 0.05% of the portfolio, ranked #169.

Consultiva Wealth Management first reported a position in TNA in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Consultiva Wealth Management held 300 shares of Direxion Daily Small Cap Bull 3x ETF worth $22.5K as of Q2 2026.
  • Consultiva Wealth Management left its Direxion Daily Small Cap Bull 3x ETF share count unchanged in Q2 2026.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.05% of Consultiva Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Consultiva Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

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