TNA β€” DIREXION SHS ETF TR

Ownership history in SURIENCE PRIVATE WEALTH LLC  Β·  4 quarters on record

AI Ownership Summary

SURIENCE PRIVATE WEALTH LLC reported DIREXION SHS ETF TR (TNA) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.23% in 2025 Q2. The latest visible filing shows TNA at 0.80% 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 SURIENCE PRIVATE WEALTH LLC'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 Q3

TNA was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% 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 Q1 to 2025 Q3

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 SURIENCE PRIVATE WEALTH LLC held TNA β€” position size vs. price
% of Fund (quarterly)    TNA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19,420 -19,462 -50.1% 0.80% $879K 2025-10-09 $46.84
2025 Q2 ADDED 38,882 +32,894 +549.3% 1.23% $1.3M 2025-07-15 $34.63
2024 Q3 REDUCED 5,988 -1,622 -21.3% 0.27% $266K 2024-10-21 $43.87
2024 Q1 INITIATED 7,610 β€” β€” 0.31% $327K 2024-05-14 $38.91

FAQ About SURIENCE PRIVATE WEALTH LLC and TNA

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

How long has SURIENCE PRIVATE WEALTH LLC reported owning TNA?

SURIENCE PRIVATE WEALTH LLC reported TNA across 4 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported TNA position in SURIENCE PRIVATE WEALTH LLC's portfolio?

The largest reported portfolio weight for TNA was 1.23% in 2025 Q2.

What is the latest reported TNA position on this page?

The most recent filing on this page is 2025 Q3, when SURIENCE PRIVATE WEALTH LLC reported 19,420 shares, equal to 0.80% of portfolio, with an estimated market value of $879K.

What does the chart on this TNA ownership page compare?

The chart compares SURIENCE PRIVATE WEALTH LLC'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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