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Avidian Wealth Enterprises’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Avidian Wealth Enterprises’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
2024
Q1 		– Sell
-4,019
Closed -$227K – 444
2023
Q4 		$227K Buy
+4,019
New +$238K 0.01% 384

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TCM
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JF
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HF
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Avidian Wealth Enterprises's ERX Position: Q1 2024 in Review

Avidian Wealth Enterprises sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2024, closing a stake of 4,019 shares — an estimated $227K sold.

Avidian Wealth Enterprises first reported a position in ERX in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 40 funds tracked by Wall St. Rank hold ERX as of Q1 2024.

  • Avidian Wealth Enterprises reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,019 Direxion Daily Energy Bull 2X ETF shares in Q1 2024, an estimated $227K.
  • Avidian Wealth Enterprises first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2023 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Direxion Daily Energy Bull 2X ETF position peaked at $227K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2024, filed 3 May 2024.