Cetera Investment Advisers
MOON

Cetera Investment Advisers’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Cetera Investment Advisers’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
Q4 		– Sell
-10,001
Closed -$127K – 2179
2022
Q3 		$127K Buy
+10,001
New +$150K ﹤0.01% 1556
2021
Q4 		– Sell
-8,790
Closed -$281K – 1940
2021
Q3 		$281K Buy
8,790
+2,625
+43% +$87.1K ﹤0.01% 1484
2021
Q2 		$226K Buy
+6,165
New +$225K ﹤0.01% 1594

Other funds holding MOON

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Cetera Investment Advisers's MOON Position: Q4 2022 in Review

Cetera Investment Advisers sold out of Direxion Moonshot Innovators ETF (MOON) in Q4 2022, closing a stake of 10,001 shares — an estimated $127K sold.

Cetera Investment Advisers first reported a position in MOON in Q2 2021 and held it in 3 quarters. The position peaked at $281K in Q3 2021. 28 funds tracked by Wall St. Rank hold MOON as of Q4 2022.

  • Cetera Investment Advisers reported no remaining Direxion Moonshot Innovators ETF position as of Q4 2022 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,001 Direxion Moonshot Innovators ETF shares in Q4 2022, an estimated $127K.
  • Cetera Investment Advisers first reported a position in Direxion Moonshot Innovators ETF in Q2 2021 and held it in 3 quarters.
  • Cetera Investment Advisers's Direxion Moonshot Innovators ETF position peaked at $281K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q4 2022.

Based on Cetera Investment Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.