Larson Financial Group’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Larson Financial Group’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 Q3	$146K	Buy	2,526 +400	+19%	+$27.6K	﹤0.01%	1082
2026 Q2	$160K	Buy	2,126 +2,086	+5,215%	+$131K	﹤0.01%	942
2026 Q1	$1.76K	Hold	40	–	–	﹤0.01%	2999
2025 Q4	$1.82K	Buy	+40	New	+$1.85K	﹤0.01%	2800
2024 Q1	–	Sell	-3,097	Closed	-$122K	–	1896
2023 Q4	$122K	Buy	+3,097	New	+$90.5K	0.01%	452
2022 Q2	–	Sell	-1,200	Closed	-$76K	–	1295
2022 Q1	$76K	Buy	1,200 +488	+69%	+$31.1K	0.01%	309
2021 Q4	$60K	Sell	712 -388	-35%	-$35.1K	0.01%	352
2021 Q3	$91K	Hold	1,100	–	–	0.02%	215
2021 Q2	$108K	Hold	1,100	–	–	0.03%	180
2021 Q1	$98K	Buy	+1,100	New	+$98.3K	0.03%	174

Other funds holding TNA

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 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, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Larson Financial Group's TNA Position: Q3 2026 in Review

Larson Financial Group increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 19% in Q3 2026, buying an estimated $27.6K and bringing the position to 2,526 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Larson Financial Group first reported a position in TNA in Q1 2021 and has held it in 10 quarters since. The position peaked at $160K in Q2 2026. 40 funds tracked by Wall St. Rank hold TNA as of Q3 2026.

Larson Financial Group held 2,526 shares of Direxion Daily Small Cap Bull 3x ETF worth $146K as of Q3 2026.
Larson Financial Group bought 400 Direxion Daily Small Cap Bull 3x ETF shares in Q3 2026, an estimated $27.6K.
Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1082 holding.
Larson Financial Group first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2021 and has held it in 10 quarters since.
Larson Financial Group's Direxion Daily Small Cap Bull 3x ETF position peaked at $160K in Q2 2026.
40 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.