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Atria Investments’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Atria Investments’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
Q1 		$565K Sell
5,486
-1,456
-21% -$116K 0.01% 1383
2025
Q4 		$388K Buy
6,942
+1,011
+17% +$56.1K ﹤0.01% 1592
2025
Q3 		$334K Buy
5,931
+94
+2% +$5.1K ﹤0.01% 1667
2025
Q2 		$300K Buy
5,837
+1,368
+31% +$68.3K ﹤0.01% 1710
2025
Q1 		$292K Buy
4,469
+861
+24% +$52.5K ﹤0.01% 1631
2024
Q4 		$201K Buy
+3,608
New +$227K ﹤0.01% 1789

Other funds holding ERX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Atria Investments's ERX Position: Q1 2026 in Review

Atria Investments reduced its Direxion Daily Energy Bull 2X ETF (ERX) stake by 21% in Q1 2026, selling an estimated $116K and leaving 5,486 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #1383.

Atria Investments first reported a position in ERX in Q4 2024 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

  • Atria Investments held 5,486 shares of Direxion Daily Energy Bull 2X ETF worth $565K as of Q1 2026.
  • Atria Investments sold 1,456 Direxion Daily Energy Bull 2X ETF shares in Q1 2026, an estimated $116K.
  • Direxion Daily Energy Bull 2X ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1383 holding.
  • Atria Investments first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2024 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.