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

Physician Wealth 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	$1.88M	Hold	42,581	–	–	0.26%	52
2025 Q4	$1.94M	Hold	42,581	–	–	0.27%	50
2025 Q3	$1.93M	Hold	42,581	–	–	0.27%	50
2025 Q2	$1.43M	Hold	42,581	–	–	0.22%	57
2025 Q1	$1.25M	Hold	42,581	–	–	0.21%	58
2024 Q4	$1.78M	Sell	42,581 -750	-2%	-$35.6K	0.3%	50
2024 Q3	$1.96M	Hold	43,331	–	–	0.35%	44
2024 Q2	$2.13M	Sell	43,331 -2,591	-6%	-$96.2K	0.39%	42
2024 Q1	$1.55M	Sell	45,922 -2,407	-5%	-$90.3K	0.33%	48
2023 Q4	$1.77M	Sell	48,329 -9,427	-16%	-$276K	0.39%	42
2023 Q3	$1.58M	Buy	+57,756	New	+$2.02M	0.41%	37

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

Physician Wealth Advisors's TNA Position: Q1 2026 in Review

Physician Wealth Advisors held its Direxion Daily Small Cap Bull 3x ETF (TNA) position steady in Q1 2026 at 42,581 shares worth $1.88M. The position accounts for 0.26% of the portfolio, ranked #52.

Physician Wealth Advisors first reported a position in TNA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.13M in Q2 2024. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

Physician Wealth Advisors held 42,581 shares of Direxion Daily Small Cap Bull 3x ETF worth $1.88M as of Q1 2026.
Physician Wealth Advisors left its Direxion Daily Small Cap Bull 3x ETF share count unchanged in Q1 2026.
Direxion Daily Small Cap Bull 3x ETF made up 0.26% of Physician Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Physician Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q3 2023 and has held it in 11 quarters since.
Physician Wealth Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $2.13M in Q2 2024.
75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.