CFA
MOON

Carroll Financial Associates’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Carroll Financial Associates’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
2021
Q3 		– Sell
-239
Closed -$8K – 1988
2021
Q2 		$8K Buy
+239
New +$8.73K ﹤0.01% 1358

Other funds holding MOON

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carroll Financial Associates's MOON Position: Q3 2021 in Review

Carroll Financial Associates sold out of Direxion Moonshot Innovators ETF (MOON) in Q3 2021, closing a stake of 239 shares — an estimated $8K sold.

Carroll Financial Associates first reported a position in MOON in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 46 funds tracked by Wall St. Rank hold MOON as of Q3 2021.

  • Carroll Financial Associates reported no remaining Direxion Moonshot Innovators ETF position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 239 Direxion Moonshot Innovators ETF shares in Q3 2021, an estimated $8K.
  • Carroll Financial Associates first reported a position in Direxion Moonshot Innovators ETF in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Direxion Moonshot Innovators ETF position peaked at $8K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.