Sheaff Brock Investment Advisors’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$585K Hold
20,000
0.05% 237
2024
Q4
$838K Hold
20,000
0.07% 186
2024
Q3
$887K Sell
20,000
-120
-0.6% -$4.97K 0.08% 180
2024
Q2
$738K Buy
20,120
+120
+0.6% +$4.45K 0.07% 199
2024
Q1
$858K Sell
20,000
-35,000
-64% -$1.31M 0.05% 212
2023
Q4
$2.17M Buy
+55,000
New +$1.61M 0.17% 98
2022
Q3
Sell
-22,000
Closed -$722K 518
2022
Q2
$722K Buy
22,000
+10,000
+83% +$446K 0.06% 198
2022
Q1
$756K Buy
12,000
+2,000
+20% +$127K 0.05% 221
2021
Q4
$848K Buy
+10,000
New +$904K 0.06% 201
2021
Q3
Sell
-20,011
Closed -$1.96M 568
2021
Q2
$1.96M Hold
20,011
0.14% 100
2021
Q1
$1.79M Hold
20,011
0.14% 95
2020
Q4
$1.33M Buy
20,011
+3
+0% +$146 0.11% 117
2020
Q3
$612K Hold
20,008
0.06% 198
2020
Q2
$548K Buy
20,008
+8
+0% +$182 0.05% 212
2020
Q1
$331K Buy
+20,000
New +$1.09M 0.04% 251
2019
Q2
Sell
-5,600
Closed -$342K 523
2019
Q1
$342K Hold
5,600
0.04% 322
2018
Q4
$236K Buy
+5,600
New +$342K 0.04% 363

Other funds holding TNA

Sheaff Brock Investment Advisors's TNA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Direxion Daily Small Cap Bull 3x ETF (TNA) position steady in Q1 2025 at 20,000 shares worth $585K. The position accounts for 0.05% of the portfolio, ranked #237.

Sheaff Brock Investment Advisors first reported a position in TNA in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.17M in Q4 2023. 81 funds tracked by Wall St. Rank hold TNA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 20,000 shares of Direxion Daily Small Cap Bull 3x ETF worth $585K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Direxion Daily Small Cap Bull 3x ETF share count unchanged in Q1 2025.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.05% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #237 holding.
  • Sheaff Brock Investment Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2018 and has held it in 17 quarters since.
  • Sheaff Brock Investment Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $2.17M in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.