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Summit Financial’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Summit Financial’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 		$277K Sell
6,271
-1,243
-17% -$63.7K ﹤0.01% 1223
2025
Q4 		$342K Sell
7,514
-779
-9% -$36K 0.01% 1025
2025
Q3 		$375K Buy
8,293
+116
+1% +$4.57K 0.01% 983
2025
Q2 		$275K Buy
+8,177
New +$230K 0.01% 705

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

Summit Financial's TNA Position: Q1 2026 in Review

Summit Financial reduced its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 17% in Q1 2026, selling an estimated $63.7K and leaving 6,271 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Summit Financial first reported a position in TNA in Q2 2025 and has held it in 4 quarters since. The position peaked at $375K in Q3 2025. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Summit Financial held 6,271 shares of Direxion Daily Small Cap Bull 3x ETF worth $277K as of Q1 2026.
  • Summit Financial sold 1,243 Direxion Daily Small Cap Bull 3x ETF shares in Q1 2026, an estimated $63.7K.
  • Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1223 holding.
  • Summit Financial first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's Direxion Daily Small Cap Bull 3x ETF position peaked at $375K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.