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Timothy G. Youngquist 2020 Irrevocable Trust’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		$12.3M Buy
163,850
+74,771
+84% +$4.71M 2.41% 5
2026
Q1 		$3.93M Hold
89,079
– – 1.7% 13
2025
Q4 		$4.06M Buy
+89,079
New +$4.11M 2.97% 12

Other funds holding TNA

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
MWP
Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 1-Year Est. Return
G
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
VCM
Viewpoint Capital Management Seattle, Washington $196M AUM 32.97% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's TNA Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 84% in Q2 2026, buying an estimated $4.71M and bringing the position to 163,850 shares worth $12.3M. The position accounts for 2.41% of the portfolio, ranked #5.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in TNA in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 163,850 shares of Direxion Daily Small Cap Bull 3x ETF worth $12.3M as of Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust bought 74,771 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $4.71M.
  • Direxion Daily Small Cap Bull 3x ETF made up 2.41% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #5 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.