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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

MWP

Momentum Wealth Planning Estero, Florida $113M AUM 26.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors's TNA Position: Q1 2026 in Review

NewEdge Advisors reduced its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 93% in Q1 2026, selling an estimated $228K and leaving 340 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3286.

NewEdge Advisors first reported a position in TNA in Q4 2022 and has held it in 14 quarters since. The position peaked at $547K in Q3 2024. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

NewEdge Advisors held 340 shares of Direxion Daily Small Cap Bull 3x ETF worth $15K as of Q1 2026.
NewEdge Advisors sold 4,447 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2026, an estimated $228K.
Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3286 holding.
NewEdge Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $547K in Q3 2024.
75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.