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Navigation Wealth Management’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Navigation Wealth Management’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
2022
Q1 		– Sell
-268
Closed -$22K – 68
2021
Q4 		$22K Buy
+268
New +$24.2K 0.02% 27
2021
Q3 		– Sell
-3,757
Closed -$368K – 129
2021
Q2 		$368K Buy
+3,757
New +$350K 0.34% 8

Other funds holding TNA

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JSMC
Jess S. Morgan & Co Los Angeles, California $115M AUM 16.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Navigation Wealth Management's TNA Position: Q1 2022 in Review

Navigation Wealth Management sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2022, closing a stake of 268 shares — an estimated $22K sold.

Navigation Wealth Management first reported a position in TNA in Q2 2021 and held it in 2 quarters. The position peaked at $368K in Q2 2021. 65 funds tracked by Wall St. Rank hold TNA as of Q1 2022.

  • Navigation Wealth Management reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 268 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2022, an estimated $22K.
  • Navigation Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2021 and held it in 2 quarters.
  • Navigation Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $368K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2022.

Based on Navigation Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.