Covestor’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Covestor’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	$126K	Buy	2,177 +229	+12%	+$15.8K	0.08%	244
2026 Q2	$146K	Sell	1,948 -679	-26%	-$42.8K	0.08%	203
2026 Q1	$116K	Buy	2,627 +1,190	+83%	+$61K	0.08%	233
2025 Q4	$65K	Sell	1,437 -818	-36%	-$37.8K	0.03%	802
2025 Q3	$102K	Buy	+2,255	New	+$88.9K	0.06%	568
2025 Q2	–	Sell	-1,843	Closed	-$54K	–	2755
2025 Q1	$54K	Sell	1,843 -1,334	-42%	-$51.9K	0.04%	819
2024 Q4	$133K	Sell	3,177 -851	-21%	-$40.4K	0.08%	347
2024 Q3	$179K	Buy	4,028 +1,783	+79%	+$73.9K	0.11%	221
2024 Q2	$82K	Sell	2,245 -767	-25%	-$28.5K	0.05%	612
2024 Q1	$129K	Buy	3,012 +663	+28%	+$24.9K	0.08%	365
2023 Q4	$93K	Buy	2,349 +1,744	+288%	+$51K	0.06%	545
2023 Q3	$17K	Sell	605 -268	-31%	-$9.38K	0.01%	1184
2023 Q2	$31K	Buy	+873	New	+$27.4K	0.02%	980

Other funds holding TNA

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Crosspoint Capital Strategies Orinda, California $104M AUM

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Covestor's TNA Position: Q3 2026 in Review

Covestor increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 12% in Q3 2026, buying an estimated $15.8K and bringing the position to 2,177 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #244.

Covestor first reported a position in TNA in Q2 2023 and has held it in 13 quarters since. The position peaked at $179K in Q3 2024. 49 funds tracked by Wall St. Rank hold TNA as of Q3 2026.

Covestor held 2,177 shares of Direxion Daily Small Cap Bull 3x ETF worth $126K as of Q3 2026.
Covestor bought 229 Direxion Daily Small Cap Bull 3x ETF shares in Q3 2026, an estimated $15.8K.
Direxion Daily Small Cap Bull 3x ETF made up 0.08% of Covestor's portfolio in Q3 2026, its #244 holding.
Covestor first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2023 and has held it in 13 quarters since.
Covestor's Direxion Daily Small Cap Bull 3x ETF position peaked at $179K in Q3 2024.
49 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.