Discipline Wealth Solutions’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Discipline Wealth Solutions’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	$1.06M	Buy	+14,058	New	+$886K	0.09%	80
2026 Q1	–	Sell	-15,592	Closed	-$710K	–	196
2025 Q4	$710K	Sell	15,592 -1,993	-11%	-$92.1K	0.13%	87
2025 Q3	$796K	Sell	17,585 -6,777	-28%	-$267K	0.21%	69
2025 Q2	$817K	Buy	+24,362	New	+$684K	0.31%	46
2024 Q4	–	Sell	-8,999	Closed	-$399K	–	82
2024 Q3	$399K	Buy	+8,999	New	+$373K	0.21%	50

Other funds holding TNA

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Discipline Wealth Solutions's TNA Position: Q2 2026 in Review

Discipline Wealth Solutions opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026: 14,058 shares worth $1.06M. The stake represents 0.09% of the portfolio and ranks #80 among its holdings. This is a return to the name: Discipline Wealth Solutions previously reported a position in TNA as recently as Q4 2025.

Discipline Wealth Solutions first reported a position in TNA in Q3 2024 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

Discipline Wealth Solutions held 14,058 shares of Direxion Daily Small Cap Bull 3x ETF worth $1.06M as of Q2 2026.
Direxion Daily Small Cap Bull 3x ETF was a new Discipline Wealth Solutions position in Q2 2026.
Direxion Daily Small Cap Bull 3x ETF made up 0.09% of Discipline Wealth Solutions's portfolio in Q2 2026, its #80 holding.
Discipline Wealth Solutions first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q3 2024 and has held it in 5 quarters since.
26 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.