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Advisor Group’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Advisor Group’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
2019
Q1 		– Sell
-143
Closed -$22K – 5238
2018
Q4 		$22K Sell
143
-29
-17% -$7.41K ﹤0.01% 3740
2018
Q3 		$64K Buy
172
+54
+46% +$19.5K ﹤0.01% 3096
2018
Q2 		$45K Buy
+118
New +$42.7K ﹤0.01% 3176

Other funds holding ERX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
BBNA
Bremer Bank National Association St Paul, Minnesota $562M AUM 9.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's ERX Position: Q1 2019 in Review

Advisor Group sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2019, closing a stake of 143 shares — an estimated $22K sold.

Advisor Group first reported a position in ERX in Q2 2018 and held it in 3 quarters. The position peaked at $64K in Q3 2018. 27 funds tracked by Wall St. Rank hold ERX as of Q1 2019.

  • Advisor Group reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2019 after selling out during the quarter.
  • Advisor Group sold 143 Direxion Daily Energy Bull 2X ETF shares in Q1 2019, an estimated $22K.
  • Advisor Group first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2018 and held it in 3 quarters.
  • Advisor Group's Direxion Daily Energy Bull 2X ETF position peaked at $64K in Q3 2018.
  • 27 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.