AWM
MOON

Able Wealth Management’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Able Wealth Management’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-39
Closed -$445 – 604
2023
Q4 		$445 Buy
+39
New +$391 ﹤0.01% 558

Other funds holding MOON

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Able Wealth Management's MOON Position: Q1 2024 in Review

Able Wealth Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q1 2024, closing a stake of 39 shares — an estimated $445 sold.

Able Wealth Management first reported a position in MOON in Q4 2023 and held it in 1 quarter. The position peaked at $445 in Q4 2023. 24 funds tracked by Wall St. Rank hold MOON as of Q1 2024.

  • Able Wealth Management reported no remaining Direxion Moonshot Innovators ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 39 Direxion Moonshot Innovators ETF shares in Q1 2024, an estimated $445.
  • Able Wealth Management first reported a position in Direxion Moonshot Innovators ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Direxion Moonshot Innovators ETF position peaked at $445 in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.