Creative Planning
TNA icon

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

Creative Planning’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
2018
Q4 		– Sell
-200
Closed -$3K – 2105
2018
Q3 		$3K Buy
+200
New +$18K ﹤0.01% 2031

Other funds holding TNA

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
JSMC
Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's TNA Position: Q2 2021 in Review

Creative Planning sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2021, closing a stake of 5,828 shares — an estimated $522K sold.

Creative Planning first reported a position in TNA in Q2 2013 and held it in 31 quarters. The position peaked at $1.58M in Q2 2016. 62 funds tracked by Wall St. Rank hold TNA as of Q2 2021.

  • Creative Planning reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 5,828 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2021, an estimated $522K.
  • Creative Planning first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2013 and held it in 31 quarters.
  • Creative Planning's Direxion Daily Small Cap Bull 3x ETF position peaked at $1.58M in Q2 2016.
  • 62 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.