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 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

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 $510M AUM

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 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 Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Larson Financial Group's TNA Position: Q2 2026 in Review

Larson Financial Group increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 5,215% in Q2 2026, buying an estimated $131K and bringing the position to 2,126 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Larson Financial Group first reported a position in TNA in Q1 2021 and has held it in 9 quarters since. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

Larson Financial Group held 2,126 shares of Direxion Daily Small Cap Bull 3x ETF worth $160K as of Q2 2026.
Larson Financial Group bought 2,086 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $131K.
Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #942 holding.
Larson Financial Group first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2021 and has held it in 9 quarters since.
96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.