Doyle Wealth Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Doyle Wealth Management’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
2022 Q3	$786K	Buy	17,018 +1	+0%	+$52	0.07%	110
2022 Q2	$799K	Buy	17,017 +1	+0%	+$60	0.06%	115
2022 Q1	$944K	Hold	17,016	–	–	0.07%	118
2021 Q4	$504K	Buy	17,016 +1	+0%	+$31	0.04%	142
2021 Q3	$445K	Hold	17,015	–	–	0.04%	149
2021 Q2	$481K	Hold	17,015	–	–	0.04%	141
2021 Q1	$402K	Hold	17,015	–	–	0.04%	154
2020 Q4	$244K	Hold	17,015	–	–	0.02%	189
2020 Q3	$159K	Hold	17,015	–	–	0.02%	185
2020 Q2	$257K	Buy	+17,015	New	+$257K	0.03%	153

Other funds holding ERX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Doyle Wealth Management's ERX Position: Q3 2022 in Review

Doyle Wealth Management increased its Direxion Daily Energy Bull 2X ETF (ERX) stake by 0.01% in Q3 2022, buying an estimated $52 and bringing the position to 17,018 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #110.

Doyle Wealth Management first reported a position in ERX in Q2 2020 and has held it in 10 quarters since. The position peaked at $944K in Q1 2022. 38 funds tracked by Wall St. Rank hold ERX as of Q3 2022.

Doyle Wealth Management held 17,018 shares of Direxion Daily Energy Bull 2X ETF worth $786K as of Q3 2022.
Doyle Wealth Management bought 1 Direxion Daily Energy Bull 2X ETF share in Q3 2022, an estimated $52.
Direxion Daily Energy Bull 2X ETF made up 0.07% of Doyle Wealth Management's portfolio in Q3 2022, its #110 holding.
Doyle Wealth Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2020 and has held it in 10 quarters since.
Doyle Wealth Management's Direxion Daily Energy Bull 2X ETF position peaked at $944K in Q1 2022.
38 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.