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

Covestor’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
2024
Q3 		– Sell
-2,087
Closed -$47K – 2787
2024
Q2 		$47K Hold
2,087
– – 0.03% 888
2024
Q1 		$52K Buy
+2,087
New +$47.4K 0.03% 868

Other funds holding UBOT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Covestor's UBOT Position: Q3 2024 in Review

Covestor sold out of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) in Q3 2024, closing a stake of 2,087 shares — an estimated $47K sold.

Covestor first reported a position in UBOT in Q1 2024 and held it in 2 quarters. The position peaked at $52K in Q1 2024. 15 funds tracked by Wall St. Rank hold UBOT as of Q3 2024.

  • Covestor reported no remaining Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position as of Q3 2024 after selling out during the quarter.
  • Covestor sold 2,087 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF shares in Q3 2024, an estimated $47K.
  • Covestor first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q1 2024 and held it in 2 quarters.
  • Covestor's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $52K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.