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

Valeo Financial Advisors’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
2022 Q2	–	Sell	-4,983	Closed	-$314K	–	644
2022 Q1	$314K	Buy	+4,983	New	+$317K	0.02%	435
2020 Q3	–	Sell	-4,142	Closed	-$113K	–	2116
2020 Q2	$113K	Sell	4,142 -1,858	-31%	-$42.3K	0.01%	472
2020 Q1	$120K	Buy	+6,000	New	+$326K	0.01%	381
2019 Q3	–	Sell	-809	Closed	-$52K	–	1668
2019 Q2	$52K	Buy	+809	New	+$49.8K	0.01%	585

Other funds holding TNA

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

XR Securities Chicago, Illinois $5.35M AUM 26.1% 1-Year Est. Return

Valeo Financial Advisors's TNA Position: Q2 2022 in Review

Valeo Financial Advisors sold out of Direxion Daily Small Cap Bull 3x ETF (TNA) in Q2 2022, closing a stake of 4,983 shares — an estimated $314K sold.

Valeo Financial Advisors first reported a position in TNA in Q2 2019 and held it in 4 quarters. The position peaked at $314K in Q1 2022. 50 funds tracked by Wall St. Rank hold TNA as of Q2 2022.

Valeo Financial Advisors reported no remaining Direxion Daily Small Cap Bull 3x ETF position as of Q2 2022 after selling out during the quarter.
Valeo Financial Advisors sold 4,983 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2022, an estimated $314K.
Valeo Financial Advisors first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q2 2019 and held it in 4 quarters.
Valeo Financial Advisors's Direxion Daily Small Cap Bull 3x ETF position peaked at $314K in Q1 2022.
50 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2022.

Based on Valeo Financial Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.