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Kaizen Financial Strategies’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Kaizen Financial Strategies’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
-4,425
Closed -$202K – 188
2025
Q4 		$202K Buy
+4,425
New +$204K 0.09% 161

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 $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
Baker Avenue Asset Management
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

Kaizen Financial Strategies's TNA Position: Q1 2026 in Review

Kaizen Financial Strategies sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2026, closing a stake of 4,425 shares — an estimated $202K sold.

Kaizen Financial Strategies first reported a position in TNA in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 76 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Kaizen Financial Strategies reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Kaizen Financial Strategies sold 4,425 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2026, an estimated $202K.
  • Kaizen Financial Strategies first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2025 and held it in 1 quarter.
  • Kaizen Financial Strategies's Direxion Daily Small Cap Bull 3x ETF position peaked at $202K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.