UBS Group
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UBS Group’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

UBS Group’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
2016
Q1 		– Sell
-26,800
Closed -$851K – 8174
2015
Q4 		$851K Hold
26,800
– – ﹤0.01% 3537
2015
Q3 		$791K Hold
26,800
– – ﹤0.01% 3557
2015
Q2 		$1.2M Sell
26,800
-400
-1% -$18.1K ﹤0.01% 3417
2015
Q1 		$1.22M Sell
27,200
-37,400
-58% -$1.53M ﹤0.01% 3390
2014
Q4 		$2.61M Buy
+64,600
New +$2.31M ﹤0.01% 2645

Other funds holding TNA

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MWP
Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

UBS Group's TNA Position: Q2 2026 in Review

UBS Group reduced its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 96% in Q2 2026, selling an estimated $24.3M and leaving 15,046 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #5624.

UBS Group first reported a position in TNA in Q4 2014 and has held it in 35 quarters since. The position peaked at $17.7M in Q1 2026. 97 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • UBS Group held 15,046 shares of Direxion Daily Small Cap Bull 3x ETF worth $1.13M as of Q2 2026.
  • UBS Group sold 386,288 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $24.3M.
  • Direxion Daily Small Cap Bull 3x ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5624 holding.
  • UBS Group first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2014 and has held it in 35 quarters since.
  • UBS Group's Direxion Daily Small Cap Bull 3x ETF position peaked at $17.7M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.