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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
2022
Q2 		– Sell
-1,000
Closed -$93 – 55
2022
Q1 		$93 Buy
+1,000
New +$63.7K 0.04% 50

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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.