180 Wealth Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

180 Wealth Advisors’s Portfolio ERX Stock Details ERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,123	Closed	-$190K	–	239
2019 Q4	$190K	Hold	1,123	–	–	0.08%	250
2019 Q3	$163K	Buy	+1,123	New	+$189K	0.07%	246

Other funds holding ERX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

180 Wealth Advisors's ERX Position: Q1 2020 in Review

180 Wealth Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2020, closing a stake of 1,123 shares — an estimated $190K sold.

180 Wealth Advisors first reported a position in ERX in Q3 2019 and held it in 2 quarters. The position peaked at $190K in Q4 2019. 31 funds tracked by Wall St. Rank hold ERX as of Q1 2020.

180 Wealth Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2020 after selling out during the quarter.
180 Wealth Advisors sold 1,123 Direxion Daily Energy Bull 2X ETF shares in Q1 2020, an estimated $190K.
180 Wealth Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q3 2019 and held it in 2 quarters.
180 Wealth Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $190K in Q4 2019.
31 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2020.

Based on 180 Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.