Valeo Financial Advisors
TNA icon

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 $1.5B AUM 83.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
XS
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.