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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,000
Closed -$20 639
2025
Q1
$20 Buy
+1,000
New +$38.9K ﹤0.01% 636

Other funds holding TNA

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.