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

Accel 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
2023 Q2	–	Sell	-50	Closed	-$592	–	922
2023 Q1	$592	Hold	50	–	–	﹤0.01%	1208
2022 Q4	$525	Sell	50 -50	-50%	-$603	﹤0.01%	1012
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1037
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	997
2022 Q1	$2K	Sell	100 -1,170	-92%	-$24.2K	﹤0.01%	890
2021 Q4	$34K	Buy	1,270 +970	+323%	+$30.3K	0.02%	459
2021 Q3	$10K	Sell	300 -770	-72%	-$25.5K	0.01%	649
2021 Q2	$39K	Buy	1,070 +300	+39%	+$11K	0.03%	392
2021 Q1	$32K	Buy	+770	New	+$31.9K	0.03%	404

Other funds holding MOON

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's MOON Position: Q2 2023 in Review

Accel Wealth Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q2 2023, closing a stake of 50 shares — an estimated $592 sold.

Accel Wealth Management first reported a position in MOON in Q1 2021 and held it in 9 quarters. The position peaked at $39K in Q2 2021. 24 funds tracked by Wall St. Rank hold MOON as of Q2 2023.

Accel Wealth Management reported no remaining Direxion Moonshot Innovators ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 50 Direxion Moonshot Innovators ETF shares in Q2 2023, an estimated $592.
Accel Wealth Management first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's Direxion Moonshot Innovators ETF position peaked at $39K in Q2 2021.
24 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.