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

NewEdge 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
2026 Q2	$237K	Buy	3,157 +2,817	+829%	+$177K	﹤0.01%	2652
2026 Q1	$15K	Sell	340 -4,447	-93%	-$228K	﹤0.01%	3286
2025 Q4	$218K	Sell	4,787 -2,950	-38%	-$136K	﹤0.01%	2538
2025 Q3	$350K	Buy	7,737 +614	+9%	+$24.2K	﹤0.01%	2065
2025 Q2	$239K	Sell	7,123 -5,242	-42%	-$147K	﹤0.01%	2132
2025 Q1	$362K	Buy	12,365 +3,280	+36%	+$128K	﹤0.01%	1774
2024 Q4	$380K	Sell	9,085 -3,245	-26%	-$154K	﹤0.01%	1733
2024 Q3	$547K	Sell	12,330 -1,066	-8%	-$44.2K	﹤0.01%	1431
2024 Q2	$491K	Buy	13,396 +5,700	+74%	+$212K	﹤0.01%	1432
2024 Q1	$330K	Buy	7,696 +1,596	+26%	+$59.9K	﹤0.01%	1591
2023 Q4	$221K	Buy	6,100 +5,760	+1,694%	+$168K	﹤0.01%	1671
2023 Q3	$9.77K	Sell	340 -6,848	-95%	-$240K	﹤0.01%	2582
2023 Q2	$254K	Buy	7,188 +6,848	+2,014%	+$215K	﹤0.01%	1531
2023 Q1	$11K	Hold	340	–	–	﹤0.01%	2536
2022 Q4	$11	Buy	+340	New	+$11.8K	﹤0.01%	3701

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

NewEdge Advisors's TNA Position: Q2 2026 in Review

NewEdge Advisors increased its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 829% in Q2 2026, buying an estimated $177K and bringing the position to 3,157 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

NewEdge Advisors first reported a position in TNA in Q4 2022 and has held it in 15 quarters since. The position peaked at $547K in Q3 2024. 97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

NewEdge Advisors held 3,157 shares of Direxion Daily Small Cap Bull 3x ETF worth $237K as of Q2 2026.
NewEdge Advisors bought 2,817 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $177K.
Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2652 holding.
NewEdge Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $547K in Q3 2024.
97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.