Great Oak Capital Partners’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Great Oak Capital Partners’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	$219K	Buy	+3,143	New	+$198K	0.05%	43

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

Great Oak Capital Partners's TNA Position: Q2 2026 in Review

Great Oak Capital Partners opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026: 3,143 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #43 among its holdings.

97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

Great Oak Capital Partners held 3,143 shares of Direxion Daily Small Cap Bull 3x ETF worth $219K as of Q2 2026.
Direxion Daily Small Cap Bull 3x ETF was a new Great Oak Capital Partners position in Q2 2026.
Direxion Daily Small Cap Bull 3x ETF made up 0.05% of Great Oak Capital Partners's portfolio in Q2 2026, its #43 holding.
97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.