Carson Wealth (CWM LLC)
ERX icon

Carson Wealth (CWM LLC)’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$5.91K Hold
57
– – ﹤0.01% 4967
2025
Q4 		$3K Hold
57
– – ﹤0.01% 4969
2025
Q3 		$3K Buy
+57
New +$3.09K ﹤0.01% 4892
2023
Q1 		– Sell
-30
Closed -$2K – 4132
2022
Q4 		$2K Buy
+30
New +$1.99K ﹤0.01% 3534

Other funds holding ERX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ERX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Direxion Daily Energy Bull 2X ETF (ERX) position steady in Q1 2026 at 57 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #4967.

Carson Wealth (CWM LLC) first reported a position in ERX in Q4 2022 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 57 shares of Direxion Daily Energy Bull 2X ETF worth $5.91K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Direxion Daily Energy Bull 2X ETF share count unchanged in Q1 2026.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4967 holding.
  • Carson Wealth (CWM LLC) first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2022 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.