CAS
ERX icon

Coppell Advisory Solutions’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Coppell Advisory Solutions’s Portfolio ERX Stock Details ERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-132
Closed -$7.16K – 789
2024
Q4 		$7.16K Hold
132
– – ﹤0.01% 1225
2024
Q3 		$7.71K Hold
132
– – ﹤0.01% 1153
2024
Q2 		$8.59K Buy
+132
New +$9.01K ﹤0.01% 1058
2023
Q4 		$7.47K Sell
132
-141
-52% -$8.34K ﹤0.01% 1011
2023
Q3 		$18.2K Buy
273
+141
+107% +$8.89K 0.01% 507
2023
Q2 		$7.14K Buy
+132
New +$7.35K ﹤0.01% 768
2023
Q1 		– Sell
-273
Closed -$18.2K – 466
2022
Q4 		$18.2K Buy
+273
New +$18.1K 0.01% 514

Other funds holding ERX

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Coppell Advisory Solutions's ERX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2025, closing a stake of 132 shares — an estimated $7.16K sold.

Coppell Advisory Solutions first reported a position in ERX in Q4 2022 and held it in 7 quarters. The position peaked at $18.2K in Q3 2023. 37 funds tracked by Wall St. Rank hold ERX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 132 Direxion Daily Energy Bull 2X ETF shares in Q1 2025, an estimated $7.16K.
  • Coppell Advisory Solutions first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Direxion Daily Energy Bull 2X ETF position peaked at $18.2K in Q3 2023.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.