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Ahrens Investment Partners’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Ahrens Investment Partners’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
2022
Q3 		– Sell
-335
Closed -$16K – 391
2022
Q2 		$16K Hold
335
– – 0.01% 543
2022
Q1 		$19K Hold
335
– – 0.01% 591
2021
Q4 		$10K Buy
+335
New +$10.2K ﹤0.01% 740

Other funds holding ERX

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IA
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XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
DWM
Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return

Ahrens Investment Partners's ERX Position: Q3 2022 in Review

Ahrens Investment Partners sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2022, closing a stake of 335 shares — an estimated $16K sold.

Ahrens Investment Partners first reported a position in ERX in Q4 2021 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 38 funds tracked by Wall St. Rank hold ERX as of Q3 2022.

  • Ahrens Investment Partners reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 335 Direxion Daily Energy Bull 2X ETF shares in Q3 2022, an estimated $16K.
  • Ahrens Investment Partners first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's Direxion Daily Energy Bull 2X ETF position peaked at $19K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2022.

Based on Ahrens Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.