Toth Financial Advisory
TNA icon

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

Toth Financial Advisory’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 		$7.51K Hold
130
– – ﹤0.01% 617
2026
Q2 		$9.8K Hold
130
– – ﹤0.01% 583
2026
Q1 		$5.74K Buy
+130
New +$6.66K ﹤0.01% 625
2025
Q3 		– Sell
-825
Closed -$27.7K – 828
2025
Q2 		$27.7K Hold
825
– – ﹤0.01% 395
2025
Q1 		$24.1K Sell
825
-5,150
-86% -$200K ﹤0.01% 381
2024
Q4 		$250K Sell
5,975
-774
-11% -$36.8K 0.03% 195
2024
Q3 		$299K Sell
6,749
-2,202
-25% -$91.3K 0.04% 187
2024
Q2 		$328K Sell
8,951
-49,825
-85% -$1.85M 0.04% 179
2024
Q1 		$2.52M Buy
58,776
+36,728
+167% +$1.38M 0.32% 94
2023
Q4 		$870K Buy
22,048
+21,760
+7,556% +$636K 0.12% 121
2023
Q3 		$8.27K Buy
288
+189
+191% +$6.61K ﹤0.01% 462
2023
Q2 		$3.51K Buy
+99
New +$3.1K ﹤0.01% 583

Other funds holding TNA

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $530M AUM 95.29% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Crosspoint Capital Strategies
Crosspoint Capital Strategies Orinda, California $104M AUM
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
VCM
Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Toth Financial Advisory's TNA Position: Q3 2026 in Review

Toth Financial Advisory held its Direxion Daily Small Cap Bull 3x ETF (TNA) position steady in Q3 2026 at 130 shares worth $7.51K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Toth Financial Advisory first reported a position in TNA in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.52M in Q1 2024. 49 funds tracked by Wall St. Rank hold TNA as of Q3 2026.

  • Toth Financial Advisory held 130 shares of Direxion Daily Small Cap Bull 3x ETF worth $7.51K as of Q3 2026.
  • Toth Financial Advisory left its Direxion Daily Small Cap Bull 3x ETF share count unchanged in Q3 2026.
  • Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #617 holding.
  • Toth Financial Advisory first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2023 and has held it in 12 quarters since.
  • Toth Financial Advisory's Direxion Daily Small Cap Bull 3x ETF position peaked at $2.52M in Q1 2024.
  • 49 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.