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Momentum Wealth Planning’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Momentum Wealth Planning’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 		$6.49M Buy
86,418
+27,141
+46% +$1.71M 4.75% 6
2026
Q1 		$2.62M Buy
+59,277
New +$3.04M 2.32% 11

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 $510M AUM
CPIG
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
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
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Momentum Wealth Planning's TNA Position: Q2 2026 in Review

Momentum Wealth Planning increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 46% in Q2 2026, buying an estimated $1.71M and bringing the position to 86,418 shares worth $6.49M. The position accounts for 4.75% of the portfolio, ranked #6.

Momentum Wealth Planning first reported a position in TNA in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Momentum Wealth Planning held 86,418 shares of Direxion Daily Small Cap Bull 3x ETF worth $6.49M as of Q2 2026.
  • Momentum Wealth Planning bought 27,141 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $1.71M.
  • Direxion Daily Small Cap Bull 3x ETF made up 4.75% of Momentum Wealth Planning's portfolio in Q2 2026, its #6 holding.
  • Momentum Wealth Planning first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.