IWA
TNA icon

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

IBEX 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
2021
Q4 		– Sell
-470
Closed -$39K – 404
2021
Q3 		$39K Buy
+470
New +$40.9K 0.01% 287
2019
Q3 		– Sell
-195
Closed -$12K – 365
2019
Q2 		$12K Buy
+195
New +$12K ﹤0.01% 316

Other funds holding TNA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
JSMC
Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return

IBEX Wealth Advisors's TNA Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q4 2021, closing a stake of 470 shares — an estimated $39K sold.

IBEX Wealth Advisors first reported a position in TNA in Q2 2019 and held it in 2 quarters. The position peaked at $39K in Q3 2021. 73 funds tracked by Wall St. Rank hold TNA as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 470 Direxion Daily Small Cap Bull 3x ETF shares in Q4 2021, an estimated $39K.
  • IBEX Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $39K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.