RWM
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Ruedi Wealth Management’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Ruedi Wealth Management’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
2024
Q1 		– Sell
-589
Closed -$23.2K – 271
2023
Q4 		$23.2K Buy
589
+184
+45% +$5.38K 0.01% 109
2023
Q3 		$11.6K Hold
405
– – 0.01% 127
2023
Q2 		$14.3K Hold
405
– – 0.01% 120
2023
Q1 		$13K Hold
405
– – 0.01% 142
2022
Q4 		$12.8K Buy
+405
New +$14K 0.01% 127

Other funds holding TNA

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Elevatus Welath Management Victor, New York $191M AUM 49.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Ruedi Wealth Management's TNA Position: Q1 2024 in Review

Ruedi Wealth Management sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2024, closing a stake of 589 shares — an estimated $23.2K sold.

Ruedi Wealth Management first reported a position in TNA in Q4 2022 and held it in 5 quarters. The position peaked at $23.2K in Q4 2023. 81 funds tracked by Wall St. Rank hold TNA as of Q1 2024.

  • Ruedi Wealth Management reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 589 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2024, an estimated $23.2K.
  • Ruedi Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2022 and held it in 5 quarters.
  • Ruedi Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $23.2K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2024.

Based on Ruedi Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.