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Estate Planners Group’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-200
Closed -$9.11K – 378
2025
Q4 		$9.11K Buy
+200
New +$9.24K ﹤0.01% 290

Other funds holding TNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
MWP
Momentum Wealth Planning Estero, Florida $113M AUM 26.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Estate Planners Group's TNA Position: Q1 2026 in Review

Estate Planners Group sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2026, closing a stake of 200 shares — an estimated $9.11K sold.

Estate Planners Group first reported a position in TNA in Q4 2025 and held it in 1 quarter. The position peaked at $9.11K in Q4 2025. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Estate Planners Group reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 200 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2026, an estimated $9.11K.
  • Estate Planners Group first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Direxion Daily Small Cap Bull 3x ETF position peaked at $9.11K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.