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

Avion Wealth’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
2020
Q3 		– Sell
-100
Closed -$2K – 300
2020
Q2 		$2K Buy
100
+50
+100% +$755 ﹤0.01% 240
2020
Q1 		$0 Buy
+50
New +$4.92K ﹤0.01% 295

Other funds holding ERX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
DWM
Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avion Wealth's ERX Position: Q3 2020 in Review

Avion Wealth sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

Avion Wealth first reported a position in ERX in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 34 funds tracked by Wall St. Rank hold ERX as of Q3 2020.

  • Avion Wealth reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2020 after selling out during the quarter.
  • Avion Wealth sold 100 Direxion Daily Energy Bull 2X ETF shares in Q3 2020, an estimated $2K.
  • Avion Wealth first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2020 and held it in 2 quarters.
  • Avion Wealth's Direxion Daily Energy Bull 2X ETF position peaked at $2K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2020.

Based on Avion Wealth's 13F filing for Q3 2020, filed 30 Oct 2020.