Caldwell Trust »

Direxion Daily Small Cp Bull 3X shares owned by Caldwell Trust

Quarter-by-quarter ownership of Direxion Daily Small Cp Bull 3X (TNA) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Direxion Daily Small Cp Bull 3X

Tip: Access up to 7 years of quarterly data

All positions including Direxion Daily Small Cp Bull 3X held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Direxion Daily Small Cp Bull 3X by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9k 89 44.13

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Caldwell Trust

Top funds holding Direxion Daily Small Cp Bull 3X

Susquehanna International
Citadel Advisors
Jane Street
Quadrature Capital
UBS Group
Royal Bank of Canada
Flow Traders US
Goldman Sachs Group
ICON Advisers
Baker Avenue Asset Management
Momentum Wealth Planning
UMA Financial Services
IMC-Chicago
Verition Fund Management
Viewpoint Capital Management

View all funds holding Direxion Daily Small Cp Bull 3X