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Retirement Planning Company of New England’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Retirement Planning Company of New England’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 		$1.04M Sell
13,896
-2,017
-13% -$127K 0.38% 72
2026
Q1 		$702K Sell
15,913
-164
-1% -$8.4K 0.29% 104
2025
Q4 		$732K Sell
16,077
-336
-2% -$15.5K 0.29% 95
2025
Q3 		$743K Sell
16,413
-2,273
-12% -$89.6K 0.3% 92
2025
Q2 		$627K Buy
18,686
+2,049
+12% +$57.5K 0.28% 104
2025
Q1 		$487K Buy
16,637
+2,376
+17% +$92.5K 0.24% 123
2024
Q4 		$597K Buy
14,261
+1,052
+8% +$50K 0.29% 105
2024
Q3 		$586K Buy
13,209
+849
+7% +$35.2K 0.29% 102
2024
Q2 		$453K Sell
12,360
-75
-0.6% -$2.78K 0.25% 113
2024
Q1 		$534K Buy
12,435
+1,711
+16% +$64.2K 0.29% 105
2023
Q4 		$423K Buy
10,724
+1,726
+19% +$50.4K 0.19% 128
2023
Q3 		$259K Sell
8,998
-2,516
-22% -$88K 0.14% 157
2023
Q2 		$406K Buy
11,514
+616
+6% +$19.3K 0.23% 118
2023
Q1 		$351K Buy
10,898
+1,003
+10% +$36.6K 0.21% 138
2022
Q4 		$314K Sell
9,895
-976
-9% -$33.8K 0.2% 150
2022
Q3 		$313K Buy
10,871
+1,360
+14% +$54.5K 0.23% 134
2022
Q2 		$311K Buy
9,511
+2,273
+31% +$101K 0.21% 144
2022
Q1 		$455K Buy
7,238
+1,361
+23% +$86.6K 0.26% 124
2021
Q4 		$498K Buy
+5,877
New +$531K 0.24% 117

Other funds holding TNA

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
MWP
Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
VCM
Viewpoint Capital Management Seattle, Washington $196M AUM 32.97% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

Retirement Planning Company of New England's TNA Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 13% in Q2 2026, selling an estimated $127K and leaving 13,896 shares worth $1.04M. The position accounts for 0.38% of the portfolio, ranked #72.

Retirement Planning Company of New England first reported a position in TNA in Q4 2021 and has held it in 19 quarters since. 56 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Retirement Planning Company of New England held 13,896 shares of Direxion Daily Small Cap Bull 3x ETF worth $1.04M as of Q2 2026.
  • Retirement Planning Company of New England sold 2,017 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $127K.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.38% of Retirement Planning Company of New England's portfolio in Q2 2026, its #72 holding.
  • Retirement Planning Company of New England first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2021 and has held it in 19 quarters since.
  • 56 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.