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 Q2	$6.35K	Buy	85 +1	+1%	+$63	﹤0.01%	3164
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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

CPIG

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MWP

Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 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

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

EverSource Wealth Advisors's TNA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 1.2% in Q2 2026, buying an estimated $63 and bringing the position to 85 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

EverSource Wealth Advisors first reported a position in TNA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q4 2024. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

EverSource Wealth Advisors held 85 shares of Direxion Daily Small Cap Bull 3x ETF worth $6.35K as of Q2 2026.
EverSource Wealth Advisors bought 1 Direxion Daily Small Cap Bull 3x ETF share in Q2 2026, an estimated $63.
Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3164 holding.
EverSource Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $1.13M in Q4 2024.
96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.