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EP Wealth Advisors’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

EP Wealth Advisors’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
2024
Q4 		– Sell
-5,001
Closed -$222K – 1322
2024
Q3 		$222K Buy
+5,001
New +$207K ﹤0.01% 990

Other funds holding TNA

QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $127M AUM 63.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EP Wealth Advisors's TNA Position: Q4 2024 in Review

EP Wealth Advisors sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q4 2024, closing a stake of 5,001 shares — an estimated $222K sold.

EP Wealth Advisors first reported a position in TNA in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 103 funds tracked by Wall St. Rank hold TNA as of Q4 2024.

  • EP Wealth Advisors reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 5,001 Direxion Daily Small Cap Bull 3x ETF shares in Q4 2024, an estimated $222K.
  • EP Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $222K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.