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Castle Rock Wealth Management’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

Castle Rock Wealth Management’s Portfolio NUGT Stock Details NUGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,209
Closed -$475K – 202
2020
Q2 		$475K Buy
+4,209
New +$273K 0.28% 119

Other funds holding NUGT

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

Castle Rock Wealth Management's NUGT Position: Q3 2020 in Review

Castle Rock Wealth Management sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q3 2020, closing a stake of 4,209 shares — an estimated $475K sold.

Castle Rock Wealth Management first reported a position in NUGT in Q2 2020 and held it in 1 quarter. The position peaked at $475K in Q2 2020. 51 funds tracked by Wall St. Rank hold NUGT as of Q3 2020.

  • Castle Rock Wealth Management reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q3 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 4,209 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q3 2020, an estimated $475K.
  • Castle Rock Wealth Management first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q2 2020 and held it in 1 quarter.
  • Castle Rock Wealth Management's Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $475K in Q2 2020.
  • 51 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q3 2020.

Based on Castle Rock Wealth Management's 13F filing for Q3 2020, filed 7 Dec 2020.