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 Q3	$1.09M	Buy	18,946 +4,888	+35%	+$338K	0.1%	80
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

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

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

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Surience Private Wealth Yakima, Washington $104M AUM 19.82% 1-Year Est. Return

Discipline Wealth Solutions's TNA Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 35% in Q3 2026, buying an estimated $338K and bringing the position to 18,946 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #80.

Discipline Wealth Solutions first reported a position in TNA in Q3 2024 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold TNA as of Q3 2026.

Discipline Wealth Solutions held 18,946 shares of Direxion Daily Small Cap Bull 3x ETF worth $1.09M as of Q3 2026.
Discipline Wealth Solutions bought 4,888 Direxion Daily Small Cap Bull 3x ETF shares in Q3 2026, an estimated $338K.
Direxion Daily Small Cap Bull 3x ETF made up 0.1% of Discipline Wealth Solutions's portfolio in Q3 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 6 quarters since.
40 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.