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

Optimum Investment 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
2025
Q3 		$63.3K Hold
1,400
– – 0.03% 319
2025
Q2 		$47K Sell
1,400
-1,700
-55% -$47.7K 0.02% 354
2025
Q1 		$90.7K Hold
3,100
– – 0.04% 260
2024
Q4 		$130K Hold
3,100
– – 0.06% 223
2024
Q3 		$137K Buy
3,100
+100
+3% +$4.14K 0.06% 236
2024
Q2 		$110K Hold
3,000
– – 0.05% 254
2024
Q1 		$129K Hold
3,000
– – 0.06% 240
2023
Q4 		$118K Buy
3,000
+800
+36% +$23.4K 0.06% 239
2023
Q3 		$63.2K Hold
2,200
– – 0.03% 336
2023
Q2 		$77.6K Buy
2,200
+1,000
+83% +$31.4K 0.04% 317
2023
Q1 		$38.7K Hold
1,200
– – 0.02% 403
2022
Q4 		$38K Hold
1,200
– – 0.02% 418
2022
Q3 		$35K Hold
1,200
– – 0.02% 437
2022
Q2 		$39K Buy
1,200
+400
+50% +$17.8K 0.02% 436
2022
Q1 		$50K Buy
+800
New +$50.9K 0.02% 429
2020
Q4 		– Sell
-1,000
Closed -$31K – 951
2020
Q3 		$31K Sell
1,000
-1,000
-50% -$31.4K 0.01% 527
2020
Q2 		$55K Buy
2,000
+1,000
+100% +$22.8K 0.02% 428
2020
Q1 		$17K Buy
+1,000
New +$54.4K 0.01% 612

Other funds holding TNA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
RCM
Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Optimum Investment Advisors's TNA Position: Q3 2025 in Review

Optimum Investment Advisors held its Direxion Daily Small Cap Bull 3x ETF (TNA) position steady in Q3 2025 at 1,400 shares worth $63.3K. The position accounts for 0.03% of the portfolio, ranked #319.

Optimum Investment Advisors first reported a position in TNA in Q1 2020 and has held it in 18 quarters since. The position peaked at $137K in Q3 2024. 102 funds tracked by Wall St. Rank hold TNA as of Q3 2025.

  • Optimum Investment Advisors held 1,400 shares of Direxion Daily Small Cap Bull 3x ETF worth $63.3K as of Q3 2025.
  • Optimum Investment Advisors left its Direxion Daily Small Cap Bull 3x ETF share count unchanged in Q3 2025.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #319 holding.
  • Optimum Investment Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2020 and has held it in 18 quarters since.
  • Optimum Investment Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $137K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.