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 Q2	$3.2M	Hold	42,581	–	–	0.38%	40
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

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

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Physician Wealth Advisors's TNA Position: Q2 2026 in Review

Physician Wealth Advisors held its Direxion Daily Small Cap Bull 3x ETF (TNA) position steady in Q2 2026 at 42,581 shares worth $3.2M. The position accounts for 0.38% of the portfolio, ranked #40.

Physician Wealth Advisors first reported a position in TNA in Q3 2023 and has held it in 12 quarters since. 97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

Physician Wealth Advisors held 42,581 shares of Direxion Daily Small Cap Bull 3x ETF worth $3.2M as of Q2 2026.
Physician Wealth Advisors left its Direxion Daily Small Cap Bull 3x ETF share count unchanged in Q2 2026.
Direxion Daily Small Cap Bull 3x ETF made up 0.38% of Physician Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Physician Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q3 2023 and has held it in 12 quarters since.
97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.