TNA β€” DIREXION SHS ETF TR

Ownership history in Parkshore Wealth Management, Inc.  Β·  5 quarters on record

AI Ownership Summary

Parkshore Wealth Management, Inc. reported DIREXION SHS ETF TR (TNA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2025 Q2. The latest visible filing shows TNA at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Parkshore Wealth Management, Inc.'s position in DIREXION SHS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TNA was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Parkshore Wealth Management, Inc. held TNA β€” position size vs. price
% of Fund (quarterly)    TNA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 17,776 -446 -2.4% 0.30% $810K 2026-02-14 (Est.) $53.95
2025 Q3 REDUCED 18,222 -28,333 -60.9% 0.34% $824K 2025-11-14 $41.44
2025 Q2 ADDED 46,555 +28,909 +163.8% 0.76% $1.6M 2025-07-14 $36.74
2025 Q1 ADDED 17,646 +1,214 +7.4% 0.30% $516K 2025-05-29 $29.34
2024 Q4 INITIATED 16,432 β€” β€” 0.41% $688K 2025-02-14 $43.28

FAQ About Parkshore Wealth Management, Inc. and TNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Parkshore Wealth Management, Inc. reported owning TNA?

Parkshore Wealth Management, Inc. reported TNA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported TNA position in Parkshore Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for TNA was 0.76% in 2025 Q2.

What is the latest reported TNA position on this page?

The most recent filing on this page is 2025 Q4, when Parkshore Wealth Management, Inc. reported 17,776 shares, equal to 0.30% of portfolio, with an estimated market value of $810K.

What does the chart on this TNA ownership page compare?

The chart compares Parkshore Wealth Management, Inc.'s quarterly TNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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