Action Point Financial Planning’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Action Point Financial Planning’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
2026 Q2	$18.3K	Buy	+8	New	+$709	﹤0.01%	1162

Other funds holding ERX

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JMBA

J. M. Brown & Associates Tulsa, Oklahoma $175M AUM

Action Point Financial Planning's ERX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2026: 8 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings.

36 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

Action Point Financial Planning held 8 shares of Direxion Daily Energy Bull 2X ETF worth $18.3K as of Q2 2026.
Direxion Daily Energy Bull 2X ETF was a new Action Point Financial Planning position in Q2 2026.
Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1162 holding.
36 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.