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Edge Financial Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Edge Financial Advisors’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
2024
Q4 		– Sell
-4,240
Closed -$251K – 95
2024
Q3 		$251K Buy
+4,240
New +$262K 0.22% 82
2024
Q2 		– Sell
-4,213
Closed -$298K – 97
2024
Q1 		$298K Buy
+4,213
New +$248K 0.26% 97

Other funds holding ERX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
KLCM
KG&L Capital Management Saint Francisville, Louisiana $139M AUM 26.97% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Edge Financial Advisors's ERX Position: Q4 2024 in Review

Edge Financial Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q4 2024, closing a stake of 4,240 shares — an estimated $251K sold.

Edge Financial Advisors first reported a position in ERX in Q1 2024 and held it in 2 quarters. The position peaked at $298K in Q1 2024. 41 funds tracked by Wall St. Rank hold ERX as of Q4 2024.

  • Edge Financial Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q4 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 4,240 Direxion Daily Energy Bull 2X ETF shares in Q4 2024, an estimated $251K.
  • Edge Financial Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2024 and held it in 2 quarters.
  • Edge Financial Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $298K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q4 2024.

Based on Edge Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.