ASN
MOON

Advisory Services Network’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Advisory Services Network’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
-2,671
Closed -$30.4K – 3839
2023
Q4 		$30.4K Buy
+2,671
New +$26.8K ﹤0.01% 2286
2023
Q2 		– Sell
-3,538
Closed -$41.9K – 3841
2023
Q1 		$41.9K Sell
3,538
-2,754
-44% -$33.2K ﹤0.01% 2111
2022
Q4 		$66.1K Buy
+6,292
New +$75.9K ﹤0.01% 1828
2022
Q1 		– Sell
-8,312
Closed -$224K – 1560
2021
Q4 		$224K Buy
+8,312
New +$260K 0.01% 1251
2021
Q3 		– Sell
-3,447
Closed -$126K – 3381
2021
Q2 		$126K Buy
+3,447
New +$126K ﹤0.01% 1489

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 $356M AUM 16.16% 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 $51.1B AUM 35.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advisory Services Network's MOON Position: Q1 2024 in Review

Advisory Services Network sold out of Direxion Moonshot Innovators ETF (MOON) in Q1 2024, closing a stake of 2,671 shares — an estimated $30.4K sold.

Advisory Services Network first reported a position in MOON in Q2 2021 and held it in 5 quarters. The position peaked at $224K in Q4 2021. 24 funds tracked by Wall St. Rank hold MOON as of Q1 2024.

  • Advisory Services Network reported no remaining Direxion Moonshot Innovators ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 2,671 Direxion Moonshot Innovators ETF shares in Q1 2024, an estimated $30.4K.
  • Advisory Services Network first reported a position in Direxion Moonshot Innovators ETF in Q2 2021 and held it in 5 quarters.
  • Advisory Services Network's Direxion Moonshot Innovators ETF position peaked at $224K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.