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

EverSource 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
2026 Q1	$3.73K	Hold	84	–	–	﹤0.01%	3399
2025 Q4	$3.85K	Hold	84	–	–	﹤0.01%	3223
2025 Q3	$3.82K	Hold	84	–	–	﹤0.01%	3268
2025 Q2	$2.81K	Sell	84 -12,408	-99%	-$348K	﹤0.01%	3378
2025 Q1	$366K	Sell	12,492 -14,440	-54%	-$562K	0.02%	461
2024 Q4	$1.13M	Buy	+26,932	New	+$1.28M	0.06%	224
2024 Q3	–	Sell	-1,000	Closed	-$48.2K	–	3126
2024 Q2	$48.2K	Buy	1,000 +500	+100%	+$18.6K	﹤0.01%	1105
2024 Q1	$17K	Buy	+500	New	+$18.8K	﹤0.01%	1443

Other funds holding TNA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

EverSource Wealth Advisors's TNA Position: Q1 2026 in Review

EverSource Wealth Advisors held its Direxion Daily Small Cap Bull 3x ETF (TNA) position steady in Q1 2026 at 84 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

EverSource Wealth Advisors first reported a position in TNA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2024. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

EverSource Wealth Advisors held 84 shares of Direxion Daily Small Cap Bull 3x ETF worth $3.73K as of Q1 2026.
EverSource Wealth Advisors left its Direxion Daily Small Cap Bull 3x ETF share count unchanged in Q1 2026.
Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3399 holding.
EverSource Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $1.13M in Q4 2024.
75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.