Avion Wealth’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Avion Wealth’s Portfolio UBOT Stock Details UBOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26K	Buy	1,239 +3	+0.2%	+$68	﹤0.01%	342
2026 Q2	$32K	Buy	1,236 +4	+0.3%	+$107	0.01%	308
2026 Q1	$25K	Buy	1,232 +3	+0.2%	+$79	0.01%	296
2025 Q4	$31K	Buy	1,229 +3	+0.2%	+$77	0.01%	271
2025 Q3	$30K	Buy	1,226 +6	+0.5%	+$138	0.01%	282
2025 Q2	$26K	Buy	1,220 +302	+33%	+$5.53K	0.01%	282
2025 Q1	$20K	Hold	918	–	–	0.01%	292
2024 Q4	$20K	Buy	918 +7	+0.8%	+$169	0.01%	292
2024 Q3	$21K	Buy	911 +3	+0.3%	+$66	0.01%	251
2024 Q2	$20K	Hold	908	–	–	0.01%	231
2024 Q1	$23K	Buy	908 +6	+0.7%	+$136	0.01%	214
2023 Q4	$19K	Hold	902	–	–	0.01%	214
2023 Q3	$14K	Buy	+902	New	+$17.6K	﹤0.01%	244

Other funds holding UBOT

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Avion Wealth's UBOT Position: Q3 2026 in Review

Avion Wealth increased its Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) stake by 0.24% in Q3 2026, buying an estimated $68 and bringing the position to 1,239 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Avion Wealth first reported a position in UBOT in Q3 2023 and has held it in 13 quarters since. The position peaked at $32K in Q2 2026. 4 funds tracked by Wall St. Rank hold UBOT as of Q3 2026.

Avion Wealth held 1,239 shares of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF worth $26K as of Q3 2026.
Avion Wealth bought 3 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF shares in Q3 2026, an estimated $68.
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #342 holding.
Avion Wealth first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q3 2023 and has held it in 13 quarters since.
Avion Wealth's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $32K in Q2 2026.
4 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.