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

Primoris 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 		– Sell
-10,000
Closed -$455K – 118
2025
Q4 		$455K Buy
10,000
+5,500
+122% +$254K 0.27% 70
2025
Q3 		$204K Buy
+4,500
New +$177K 0.13% 100
2025
Q1 		– Sell
-17,500
Closed -$733K – 103
2024
Q4 		$733K Buy
+17,500
New +$831K 0.56% 44

Other funds holding TNA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Primoris Wealth Advisors sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2026, closing a stake of 10,000 shares — an estimated $455K sold.

Primoris Wealth Advisors first reported a position in TNA in Q4 2024 and held it in 3 quarters. The position peaked at $733K in Q4 2024. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 10,000 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2026, an estimated $455K.
  • Primoris Wealth Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2024 and held it in 3 quarters.
  • Primoris Wealth Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $733K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.