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Westwood Wealth Management’s Direxion Daily Small Cap Bull 3x ETF TNA Stock Holding History

Westwood Wealth Management’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
Q2 		$994K Sell
13,240
-11,425
-46% -$720K 0.29% 26
2026
Q1 		$1.09M Buy
+24,665
New +$1.26M 0.43% 22
2025
Q4 		– Sell
-28,805
Closed -$1.3M – 127
2025
Q3 		$1.3M Sell
28,805
-13,560
-32% -$534K 0.48% 23
2025
Q2 		$1.42M Sell
42,365
-21,840
-34% -$613K 0.48% 24
2025
Q1 		$1.88M Sell
64,205
-31,000
-33% -$1.21M 0.81% 20
2024
Q4 		$3.99M Buy
95,205
+2,125
+2% +$101K 1.44% 13
2024
Q3 		$4.13M Sell
93,080
-5,650
-6% -$234K 1.62% 12
2024
Q2 		$3.62M Sell
98,730
-29,000
-23% -$1.08M 1.35% 16
2024
Q1 		$5.48M Buy
127,730
+70,825
+124% +$2.66M 2.68% 10
2023
Q4 		$2.24M Buy
56,905
+260
+0.5% +$7.6K 1.73% 11
2023
Q3 		$1.63M Buy
56,645
+1,250
+2% +$43.7K 1.08% 15
2023
Q2 		$1.95M Sell
55,395
-720
-1% -$22.6K 1.38% 14
2023
Q1 		$1.81M Buy
56,115
+23,425
+72% +$855K 1.61% 12
2022
Q4 		$1.04M Buy
32,690
+10,050
+44% +$348K 1.24% 17
2022
Q3 		$652K Buy
22,640
+9,125
+68% +$366K 0.59% 26
2022
Q2 		$443K Sell
13,515
-16,100
-54% -$718K 0.51% 26
2022
Q1 		$1.86M Buy
29,615
+11,875
+67% +$756K 0.72% 17
2021
Q4 		$1.5M Buy
+17,740
New +$1.6M 0.64% 26

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

Westwood Wealth Management's TNA Position: Q2 2026 in Review

Westwood Wealth Management reduced its Direxion Daily Small Cap Bull 3x ETF (TNA) stake by 46% in Q2 2026, selling an estimated $720K and leaving 13,240 shares worth $994K. The position accounts for 0.29% of the portfolio, ranked #26.

Westwood Wealth Management first reported a position in TNA in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.48M in Q1 2024. 96 funds tracked by Wall St. Rank hold TNA as of Q2 2026.

  • Westwood Wealth Management held 13,240 shares of Direxion Daily Small Cap Bull 3x ETF worth $994K as of Q2 2026.
  • Westwood Wealth Management sold 11,425 Direxion Daily Small Cap Bull 3x ETF shares in Q2 2026, an estimated $720K.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.29% of Westwood Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Westwood Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $5.48M in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.