BFC
MOON

Bedel Financial Consulting’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Bedel Financial Consulting’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-756
Closed -$15K – 968
2022
Q1 		$15K Hold
756
– – ﹤0.01% 601
2021
Q4 		$20K Buy
756
+8
+1% +$250 0.01% 570
2021
Q3 		$24K Buy
748
+2
+0.3% +$66 0.01% 522
2021
Q2 		$27K Buy
746
+151
+25% +$5.52K 0.01% 502
2021
Q1 		$24K Buy
+595
New +$24.6K 0.01% 487

Other funds holding MOON

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bedel Financial Consulting's MOON Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Direxion Moonshot Innovators ETF (MOON) in Q2 2022, closing a stake of 756 shares — an estimated $15K sold.

Bedel Financial Consulting first reported a position in MOON in Q1 2021 and held it in 5 quarters. The position peaked at $27K in Q2 2021. 35 funds tracked by Wall St. Rank hold MOON as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Direxion Moonshot Innovators ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 756 Direxion Moonshot Innovators ETF shares in Q2 2022, an estimated $15K.
  • Bedel Financial Consulting first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's Direxion Moonshot Innovators ETF position peaked at $27K in Q2 2021.
  • 35 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.