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AE Wealth Management’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

AE Wealth Management’s Portfolio UBOT Stock Details UBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$614 – 2281
2024
Q4 		$614 Buy
+27
New +$650 ﹤0.01% 2068

Other funds holding UBOT

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's UBOT Position: Q1 2025 in Review

AE Wealth Management sold out of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) in Q1 2025, closing a stake of 27 shares — an estimated $614 sold.

AE Wealth Management first reported a position in UBOT in Q4 2024 and held it in 1 quarter. The position peaked at $614 in Q4 2024. 14 funds tracked by Wall St. Rank hold UBOT as of Q1 2025.

  • AE Wealth Management reported no remaining Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 27 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF shares in Q1 2025, an estimated $614.
  • AE Wealth Management first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $614 in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.