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LifeGuide Financial Advisors’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

LifeGuide Financial 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
2025
Q4 		– Sell
-6,049
Closed -$209K – 51
2025
Q3 		$209K Sell
6,049
-224
-4% -$8.83K 0.08% 47
2025
Q2 		$210K Buy
+6,273
New +$176K 0.08% 47
2025
Q1 		– Sell
-4,958
Closed -$208K – 43
2024
Q4 		$208K Sell
4,958
-2,134
-30% -$101K 0.09% 40
2024
Q3 		$314K Sell
7,092
-1,167
-14% -$48.4K 0.13% 37
2024
Q2 		$303K Buy
8,259
+733
+10% +$27.2K 0.15% 36
2024
Q1 		$323K Sell
7,526
-163
-2% -$6.11K 0.16% 35
2023
Q4 		$303K Sell
7,689
-410
-5% -$12K 0.16% 39
2023
Q3 		$233K Sell
8,099
-58
-0.7% -$2.03K 0.14% 35
2023
Q2 		$288K Sell
8,157
-635
-7% -$19.9K 0.19% 33
2023
Q1 		$283K Buy
8,792
+586
+7% +$21.4K 0.23% 26
2022
Q4 		$260K Buy
8,206
+456
+6% +$15.8K 0.23% 27
2022
Q3 		$223K Sell
7,750
-2,082
-21% -$83.4K 0.22% 24
2022
Q2 		$322K Buy
9,832
+2,427
+33% +$108K 0.29% 22
2022
Q1 		$466K Buy
7,405
+941
+15% +$59.9K 0.36% 19
2021
Q4 		$548K Buy
+6,464
New +$584K 0.41% 17

Other funds holding TNA

QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

LifeGuide Financial Advisors's TNA Position: Q4 2025 in Review

LifeGuide Financial Advisors sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q4 2025, closing a stake of 6,049 shares — an estimated $209K sold.

LifeGuide Financial Advisors first reported a position in TNA in Q4 2021 and held it in 15 quarters. The position peaked at $548K in Q4 2021. 84 funds tracked by Wall St. Rank hold TNA as of Q4 2025.

  • LifeGuide Financial Advisors reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q4 2025 after selling out during the quarter.
  • LifeGuide Financial Advisors sold 6,049 Direxion Daily Small Cap Bull 3x ETF shares in Q4 2025, an estimated $209K.
  • LifeGuide Financial Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2021 and held it in 15 quarters.
  • LifeGuide Financial Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $548K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q4 2025.

Based on LifeGuide Financial Advisors's 13F filing for Q4 2025, filed 5 Jan 2026.