AlTi Global’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

AlTi Global’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
2026 Q2	$985K	Buy	+12,925	New	+$1.15M	0.02%	274

Other funds holding ERX

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

AlTi Global's ERX Position: Q2 2026 in Review

AlTi Global opened a new position in Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2026: 12,925 shares worth $985K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings.

16 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

AlTi Global held 12,925 shares of Direxion Daily Energy Bull 2X ETF worth $985K as of Q2 2026.
Direxion Daily Energy Bull 2X ETF was a new AlTi Global position in Q2 2026.
Direxion Daily Energy Bull 2X ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #274 holding.
16 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.