Capital Advisory Group Advisory Services’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Capital Advisory Group Advisory Services’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	-1,000	Closed	-$20K	–	504
2022 Q1	$20K	Buy	+1,000	New	+$20.7K	0.01%	302
2021 Q4	–	Sell	-2,864	Closed	-$92K	–	541
2021 Q3	$92K	Buy	+2,864	New	+$95K	0.03%	237

Other funds holding MOON

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Advisory Group Advisory Services's MOON Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Direxion Moonshot Innovators ETF (MOON) in Q2 2022, closing a stake of 1,000 shares — an estimated $20K sold.

Capital Advisory Group Advisory Services first reported a position in MOON in Q3 2021 and held it in 2 quarters. The position peaked at $92K in Q3 2021. 35 funds tracked by Wall St. Rank hold MOON as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Direxion Moonshot Innovators ETF position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,000 Direxion Moonshot Innovators ETF shares in Q2 2022, an estimated $20K.
Capital Advisory Group Advisory Services first reported a position in Direxion Moonshot Innovators ETF in Q3 2021 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Direxion Moonshot Innovators ETF position peaked at $92K in Q3 2021.
35 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.