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Journey Strategic Wealth’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Journey Strategic Wealth’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 		$265K Sell
6,000
-4,000
-40% -$205K 0.01% 611
2025
Q4 		$455K Buy
+10,000
New +$462K 0.01% 333

Other funds holding TNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Journey Strategic Wealth's TNA Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 40% in Q1 2026, selling an estimated $205K and leaving 6,000 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #611.

Journey Strategic Wealth first reported a position in TNA in Q4 2025 and has held it in 2 quarters since. The position peaked at $455K in Q4 2025. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Journey Strategic Wealth held 6,000 shares of Direxion Daily Small Cap Bull 3x ETF worth $265K as of Q1 2026.
  • Journey Strategic Wealth sold 4,000 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2026, an estimated $205K.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #611 holding.
  • Journey Strategic Wealth first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2025 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Direxion Daily Small Cap Bull 3x ETF position peaked at $455K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.