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

IFP 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 		– Sell
-4,914
Closed -$217K – 5278
2026
Q1 		$217K Buy
4,914
+2,400
+95% +$123K ﹤0.01% 1350
2025
Q4 		$114K Sell
2,514
-3,460
-58% -$160K ﹤0.01% 1711
2025
Q3 		$270K Buy
+5,974
New +$235K 0.01% 1147
2025
Q1 		– Sell
-2,708
Closed -$113K – 4630
2024
Q4 		$113K Sell
2,708
-100
-4% -$4.75K ﹤0.01% 1407
2024
Q3 		$125K Buy
+2,808
New +$116K ﹤0.01% 1312
2023
Q3 		– Sell
-550
Closed -$19.4K – 3545
2023
Q2 		$19.4K Hold
550
– – ﹤0.01% 2017
2023
Q1 		$45.7K Sell
550
-2,410
-81% -$88K ﹤0.01% 1625
2022
Q4 		$247K Buy
2,960
+640
+28% +$22.2K 0.01% 1247
2022
Q3 		$194K Buy
2,320
+2,120
+1,060% +$85K 0.01% 1427
2022
Q2 		$17K Hold
200
– – ﹤0.01% 3006
2022
Q1 		$17K Buy
+200
New +$12.7K ﹤0.01% 3006
2020
Q1 		– Sell
-452
Closed -$33K – 3006
2019
Q4 		$33K Sell
452
-500
-53% -$31.4K ﹤0.01% 1417
2019
Q3 		$53K Buy
+952
New +$55.1K ﹤0.01% 1344
2019
Q1 		– Sell
-511
Closed -$21K – 3356
2018
Q4 		$21K Buy
511
+150
+42% +$9.16K ﹤0.01% 2115
2018
Q3 		$32K Hold
361
– – ﹤0.01% 2170
2018
Q2 		$30K Buy
361
+159
+79% +$12.4K ﹤0.01% 2226
2018
Q1 		$14K Hold
202
– – ﹤0.01% 2606
2017
Q4 		$14K Sell
202
-159
-44% -$10.7K ﹤0.01% 2643
2017
Q3 		$23K Hold
361
– – ﹤0.01% 2518
2017
Q2 		$20K Buy
361
+1
+0.3% +$53 ﹤0.01% 2595
2017
Q1 		$19K Sell
360
-88
-20% -$4.58K ﹤0.01% 2545
2016
Q4 		$23K Hold
448
– – ﹤0.01% 2360
2016
Q3 		$18K Hold
448
– – ﹤0.01% 2478
2016
Q2 		$14K Buy
+448
New +$13.6K ﹤0.01% 2590

Other funds holding TNA

Royal Bank of Canada
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
G
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
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

IFP Advisors's TNA Position: Q2 2026 in Review

IFP Advisors sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2026, closing a stake of 4,914 shares — an estimated $217K sold.

IFP Advisors first reported a position in TNA in Q2 2016 and held it in 24 quarters. The position peaked at $270K in Q3 2025. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • IFP Advisors reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 4,914 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $217K.
  • IFP Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2016 and held it in 24 quarters.
  • IFP Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $270K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.