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Family Office Research’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Family Office Research’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
-10,022
Closed -$477K – 82
2025
Q4 		$477K Buy
10,022
+6
+0.1% +$277 0.2% 52
2025
Q3 		$453K Buy
+10,016
New +$395K 0.2% 49

Other funds holding TNA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWP
Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 1-Year Est. Return

Family Office Research's TNA Position: Q1 2026 in Review

Family Office Research sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2026, closing a stake of 10,022 shares — an estimated $477K sold.

Family Office Research first reported a position in TNA in Q3 2025 and held it in 2 quarters. The position peaked at $477K in Q4 2025. 76 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Family Office Research reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Family Office Research sold 10,022 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2026, an estimated $477K.
  • Family Office Research first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q3 2025 and held it in 2 quarters.
  • Family Office Research's Direxion Daily Small Cap Bull 3x ETF position peaked at $477K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Family Office Research's 13F filing for Q1 2026, filed 13 May 2026.