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
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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $201M AUM 10.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Surience Private Wealth's TNA Position: Q4 2025 in Review

Surience Private Wealth sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q4 2025, closing a stake of 19,420 shares — an estimated $879K sold.

Surience Private Wealth first reported a position in TNA in Q1 2024 and held it in 4 quarters. The position peaked at $1.3M in Q2 2025. 84 funds tracked by Wall St. Rank hold TNA as of Q4 2025.

Surience Private Wealth reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q4 2025 after selling out during the quarter.
Surience Private Wealth sold 19,420 Direxion Daily Small Cap Bull 3x ETF shares in Q4 2025, an estimated $879K.
Surience Private Wealth first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q1 2024 and held it in 4 quarters.
Surience Private Wealth's Direxion Daily Small Cap Bull 3x ETF position peaked at $1.3M in Q2 2025.
84 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.