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

Copia 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
Q1 		$8.12K Hold
184
– – 0.01% 337
2025
Q4 		$8.38K Sell
184
-1,232
-87% -$56.9K 0.01% 339
2025
Q3 		$64.1K Sell
1,416
-68
-5% -$2.68K 0.05% 168
2025
Q2 		$49.8K Buy
1,484
+235
+19% +$6.6K 0.04% 170
2025
Q1 		$36.5K Buy
1,249
+718
+135% +$28K 0.03% 180
2024
Q4 		$22.2K Buy
+531
New +$25.2K 0.02% 206

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

Copia Wealth Management's TNA Position: Q1 2026 in Review

Copia Wealth Management held its Direxion Daily Small Cap Bull 3x ETF (TNA) position steady in Q1 2026 at 184 shares worth $8.12K. The position accounts for 0.01% of the portfolio, ranked #337.

Copia Wealth Management first reported a position in TNA in Q4 2024 and has held it in 6 quarters since. The position peaked at $64.1K in Q3 2025. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Copia Wealth Management held 184 shares of Direxion Daily Small Cap Bull 3x ETF worth $8.12K as of Q1 2026.
  • Copia Wealth Management left its Direxion Daily Small Cap Bull 3x ETF share count unchanged in Q1 2026.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #337 holding.
  • Copia Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2024 and has held it in 6 quarters since.
  • Copia Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $64.1K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.