CFGS
MOON

Concourse Financial Group Securities’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Concourse Financial Group Securities’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
2021
Q3 		– Sell
-189
Closed -$6.27K – 2499
2021
Q2 		$7K Buy
189
+77
+69% +$2.81K ﹤0.01% 1987
2021
Q1 		$5K Buy
+112
New +$4.64K ﹤0.01% 1990

Other funds holding MOON

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Concourse Financial Group Securities's MOON Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Direxion Moonshot Innovators ETF (MOON) in Q3 2021, closing a stake of 189 shares — an estimated $6.27K sold.

Concourse Financial Group Securities first reported a position in MOON in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 46 funds tracked by Wall St. Rank hold MOON as of Q3 2021.

  • Concourse Financial Group Securities reported no remaining Direxion Moonshot Innovators ETF position as of Q3 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 189 Direxion Moonshot Innovators ETF shares in Q3 2021, an estimated $6.27K.
  • Concourse Financial Group Securities first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 2 quarters.
  • Concourse Financial Group Securities's Direxion Moonshot Innovators ETF position peaked at $7K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.