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

Kingswood 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
2026
Q2 		$296K Sell
3,936
-7,970
-67% -$502K 0.01% 784
2026
Q1 		$525K Sell
11,906
-1,938
-14% -$99.3K 0.02% 533
2025
Q4 		$630K Sell
13,844
-80
-0.6% -$3.7K 0.03% 463
2025
Q3 		$630K Buy
13,924
+390
+3% +$15.4K 0.04% 423
2025
Q2 		$454K Buy
+13,534
New +$380K 0.04% 442

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 $530M AUM 95.29% 1-Year Est. Return
Chicago Partners Investment Group
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 $258M AUM 17.9% 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

Kingswood Wealth Advisors's TNA Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 67% in Q2 2026, selling an estimated $502K and leaving 3,936 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #784.

Kingswood Wealth Advisors first reported a position in TNA in Q2 2025 and has held it in 5 quarters since. The position peaked at $630K in Q4 2025. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Kingswood Wealth Advisors held 3,936 shares of Direxion Daily Small Cap Bull 3x ETF worth $296K as of Q2 2026.
  • Kingswood Wealth Advisors sold 7,970 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $502K.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #784 holding.
  • Kingswood Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $630K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.