Concord Wealth Partners’s Direxion Hydrogen ETF HJEN Stock Holding History

Concord Wealth Partners’s Portfolio HJEN Stock Details HJEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-350	Closed	-$7K	–	1408
2022 Q1	$7K	Sell	350 -150	-30%	-$2.79K	﹤0.01%	854
2021 Q4	$10K	Hold	500	–	–	﹤0.01%	793
2021 Q3	$10K	Hold	500	–	–	﹤0.01%	477
2021 Q2	$12K	Buy	500 +100	+25%	+$2.3K	﹤0.01%	603
2021 Q1	$10K	Buy	+400	New	+$9.86K	﹤0.01%	589

Other funds holding HJEN

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concord Wealth Partners's HJEN Position: Q2 2022 in Review

Concord Wealth Partners sold out of Direxion Hydrogen ETF (HJEN) in Q2 2022, closing a stake of 350 shares — an estimated $7K sold.

Concord Wealth Partners first reported a position in HJEN in Q1 2021 and held it in 5 quarters. The position peaked at $12K in Q2 2021. 20 funds tracked by Wall St. Rank hold HJEN as of Q2 2022.

Concord Wealth Partners reported no remaining Direxion Hydrogen ETF position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 350 Direxion Hydrogen ETF shares in Q2 2022, an estimated $7K.
Concord Wealth Partners first reported a position in Direxion Hydrogen ETF in Q1 2021 and held it in 5 quarters.
Concord Wealth Partners's Direxion Hydrogen ETF position peaked at $12K in Q2 2021.
20 funds tracked by Wall St. Rank held Direxion Hydrogen ETF as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.