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

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

Creative Planning's TNA Position: Q2 2026 in Review

Creative Planning opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026: 2,809 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #3842 among its holdings. This is a return to the name: Creative Planning previously reported a position in TNA as recently as Q1 2021.

Creative Planning first reported a position in TNA in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.58M in Q2 2016. 97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Creative Planning held 2,809 shares of Direxion Daily Small Cap Bull 3x ETF worth $211K as of Q2 2026.
  • Direxion Daily Small Cap Bull 3x ETF was a new Creative Planning position in Q2 2026.
  • Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3842 holding.
  • Creative Planning first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2013 and has held it in 32 quarters since.
  • Creative Planning's Direxion Daily Small Cap Bull 3x ETF position peaked at $1.58M in Q2 2016.
  • 97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.