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Kelly Financial Services’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-297
Closed -$10.9K – 694
2024
Q2 		$10.9K Sell
297
-245
-45% -$9.09K ﹤0.01% 420
2024
Q1 		$23.2K Buy
542
+1
+0.2% +$38 0.01% 307
2023
Q4 		$21.4K Buy
541
+3
+0.6% +$88 0.01% 299
2023
Q3 		$15.5K Hold
538
– – 0.01% 308
2023
Q2 		$19K Buy
538
+4
+0.7% +$125 0.01% 292
2023
Q1 		$17.2K Hold
534
– – 0.01% 290
2022
Q4 		$16.9K Buy
534
+133
+33% +$4.61K 0.01% 282
2022
Q3 		$11.6K Buy
401
+66
+20% +$2.65K 0.01% 310
2022
Q2 		$11K Hold
335
– – 0.01% 314
2022
Q1 		$21.1K Hold
335
– – 0.01% 267
2021
Q4 		$28.4K Buy
335
+70
+26% +$6.33K 0.01% 231
2021
Q3 		$21.9K Sell
265
-32,205
-99% -$2.8M 0.01% 248
2021
Q2 		$332K Buy
32,470
+32,106
+8,820% +$2.99M 0.01% 232
2021
Q1 		$32.6K Sell
364
-106
-23% -$9.47K 0.02% 172
2020
Q4 		$31.2K Hold
470
– – 0.02% 155
2020
Q3 		$14.4K Hold
470
– – 0.01% 213
2020
Q2 		$12.9K Buy
470
+1
+0.2% +$23 0.01% 210
2020
Q1 		$7.77K Sell
469
-55
-10% -$2.99K 0.01% 241
2019
Q4 		$37.8K Buy
524
+46
+10% +$2.89K 0.03% 106
2019
Q3 		$26.6K Buy
478
+12
+3% +$695 0.02% 128
2019
Q2 		$29K Buy
466
+21
+5% +$1.29K 0.03% 122
2019
Q1 		$27.2K Buy
+445
New +$26.1K 0.03% 127

Other funds holding TNA

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kelly Financial Services's TNA Position: Q3 2024 in Review

Kelly Financial Services sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q3 2024, closing a stake of 297 shares — an estimated $10.9K sold.

Kelly Financial Services first reported a position in TNA in Q1 2019 and held it in 22 quarters. The position peaked at $332K in Q2 2021. 100 funds tracked by Wall St. Rank hold TNA as of Q3 2024.

  • Kelly Financial Services reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 297 Direxion Daily Small Cap Bull 3x ETF shares in Q3 2024, an estimated $10.9K.
  • Kelly Financial Services first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Direxion Daily Small Cap Bull 3x ETF position peaked at $332K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.