SWM
TNA icon

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

Shepherd 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
2025
Q1 		– Sell
-9,409
Closed -$394K – 45
2024
Q4 		$394K Buy
+9,409
New +$447K 0.39% 34

Other funds holding TNA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Shepherd Wealth Management's TNA Position: Q1 2025 in Review

Shepherd Wealth Management sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2025, closing a stake of 9,409 shares — an estimated $394K sold.

Shepherd Wealth Management first reported a position in TNA in Q4 2024 and held it in 1 quarter. The position peaked at $394K in Q4 2024. 81 funds tracked by Wall St. Rank hold TNA as of Q1 2025.

  • Shepherd Wealth Management reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q1 2025 after selling out during the quarter.
  • Shepherd Wealth Management sold 9,409 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2025, an estimated $394K.
  • Shepherd Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2024 and held it in 1 quarter.
  • Shepherd Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $394K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2025.

Based on Shepherd Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.