AWM
MOON

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

AE 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
Q3 		– Sell
-21,538
Closed -$204K – 1346
2024
Q2 		$204K Buy
21,538
+1,735
+9% +$16.8K ﹤0.01% 1162
2024
Q1 		$215K Buy
19,803
+7,686
+63% +$80.4K ﹤0.01% 1071
2023
Q4 		$120K Buy
+12,117
New +$122K ﹤0.01% 1930
2021
Q3 		– Sell
-7,732
Closed -$283K – 1736
2021
Q2 		$283K Sell
7,732
-1,612
-17% -$58.9K ﹤0.01% 1361
2021
Q1 		$384K Buy
+9,344
New +$387K ﹤0.01% 1154

Other funds holding MOON

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AE Wealth Management's MOON Position: Q3 2024 in Review

AE Wealth Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q3 2024, closing a stake of 21,538 shares — an estimated $204K sold.

AE Wealth Management first reported a position in MOON in Q1 2021 and held it in 5 quarters. The position peaked at $384K in Q1 2021. 1 fund tracked by Wall St. Rank holds MOON as of Q3 2024.

  • AE Wealth Management reported no remaining Direxion Moonshot Innovators ETF position as of Q3 2024 after selling out during the quarter.
  • AE Wealth Management sold 21,538 Direxion Moonshot Innovators ETF shares in Q3 2024, an estimated $204K.
  • AE Wealth Management first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 5 quarters.
  • AE Wealth Management's Direxion Moonshot Innovators ETF position peaked at $384K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.