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Clearstead Advisors’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Clearstead Advisors’s Portfolio UBOT Stock Details UBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,501
Closed -$26.2K – 2880
2025
Q1 		$26.2K Hold
1,501
– – ﹤0.01% 1346
2024
Q4 		$34.1K Buy
1,501
+86
+6% +$2.07K ﹤0.01% 1253
2024
Q3 		$33.5K Hold
1,415
– – ﹤0.01% 1295
2024
Q2 		$32.2K Buy
+1,415
New +$32.6K ﹤0.01% 1269

Other funds holding UBOT

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Clearstead Advisors's UBOT Position: Q2 2025 in Review

Clearstead Advisors sold out of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) in Q2 2025, closing a stake of 1,501 shares — an estimated $26.2K sold.

Clearstead Advisors first reported a position in UBOT in Q2 2024 and held it in 4 quarters. The position peaked at $34.1K in Q4 2024. 13 funds tracked by Wall St. Rank hold UBOT as of Q2 2025.

  • Clearstead Advisors reported no remaining Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1,501 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF shares in Q2 2025, an estimated $26.2K.
  • Clearstead Advisors first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q2 2024 and held it in 4 quarters.
  • Clearstead Advisors's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $34.1K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.