Surience Private Wealth
TNA icon

Surience Private Wealth’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Surience Private Wealth’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
Q3 		$913K Buy
+15,815
New +$1.09M 0.88% 26
2025
Q4 		– Sell
-19,420
Closed -$879K – 45
2025
Q3 		$879K Sell
19,420
-19,462
-50% -$767K 0.8% 24
2025
Q2 		$1.3M Buy
+38,882
New +$1.09M 1.23% 22
2024
Q4 		– Sell
-5,988
Closed -$266K – 37
2024
Q3 		$266K Buy
+5,988
New +$248K 0.27% 22
2024
Q2 		– Sell
-7,610
Closed -$327K – 42
2024
Q1 		$327K Buy
+7,610
New +$285K 0.31% 25

Other funds holding TNA

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Retirement Planning Company of New England
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Surience Private Wealth's TNA Position: Q3 2026 in Review

Surience Private Wealth opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q3 2026: 15,815 shares worth $913K. The stake represents 0.88% of the portfolio and ranks #26 among its holdings. This is a return to the name: Surience Private Wealth previously reported a position in TNA as recently as Q3 2025.

Surience Private Wealth first reported a position in TNA in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2025. 17 funds tracked by Wall St. Rank hold TNA as of Q3 2026.

  • Surience Private Wealth held 15,815 shares of Direxion Daily Small Cap Bull 3x ETF worth $913K as of Q3 2026.
  • Direxion Daily Small Cap Bull 3x ETF was a new Surience Private Wealth position in Q3 2026.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.88% of Surience Private Wealth's portfolio in Q3 2026, its #26 holding.
  • Surience Private Wealth first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2024 and has held it in 5 quarters since.
  • Surience Private Wealth's Direxion Daily Small Cap Bull 3x ETF position peaked at $1.3M in Q2 2025.
  • 17 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.