Allworth Financial’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.4M Buy
107,054
+70,000
+189% +$815K 0.01% 624
2026
Q1
$381K Buy
+37,054
New +$519K ﹤0.01% 1072

Other funds holding ERY

Allworth Financial's ERY Position: Q2 2026 in Review

Allworth Financial increased its Direxion Daily Energy Bear 2X ETF (ERY) stake by 189% in Q2 2026, buying an estimated $815K and bringing the position to 107,054 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #624.

Allworth Financial first reported a position in ERY in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold ERY as of Q2 2026.

  • Allworth Financial held 107,054 shares of Direxion Daily Energy Bear 2X ETF worth $1.4M as of Q2 2026.
  • Allworth Financial bought 70,000 Direxion Daily Energy Bear 2X ETF shares in Q2 2026, an estimated $815K.
  • Direxion Daily Energy Bear 2X ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #624 holding.
  • Allworth Financial first reported a position in Direxion Daily Energy Bear 2X ETF in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.