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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
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 		$1.86K 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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWP
Momentum Wealth Planning Estero, Florida $137M AUM 44.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Westwood Wealth Management's TNA Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Direxion Daily Small Cap Bull 3x ETF (TNA) in Q1 2026: 24,665 shares worth $1.09M. The stake represents 0.43% of the portfolio and ranks #22 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in TNA as recently as Q3 2025.

Westwood Wealth Management first reported a position in TNA in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.48M in Q1 2024. 75 funds tracked by Wall St. Rank hold TNA as of Q1 2026.

  • Westwood Wealth Management held 24,665 shares of Direxion Daily Small Cap Bull 3x ETF worth $1.09M as of Q1 2026.
  • Direxion Daily Small Cap Bull 3x ETF was a new Westwood Wealth Management position in Q1 2026.
  • Direxion Daily Small Cap Bull 3x ETF made up 0.43% of Westwood Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Westwood Wealth Management first reported a position in Direxion Daily Small Cap Bull 3x ETF in Q4 2021 and has held it in 17 quarters since.
  • Westwood Wealth Management's Direxion Daily Small Cap Bull 3x ETF position peaked at $5.48M in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bull 3x ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.