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Ethos Financial Group’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Ethos Financial Group’s Portfolio ERY Stock Details ERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Buy
106,084
+93,584
+749% +$1.09M 0.09% 191
2026
Q1 		$249K Hold
12,500
– – 0.02% 444
2025
Q4 		$249K Hold
12,500
– – 0.02% 429
2025
Q3 		$253K Hold
12,500
– – 0.02% 396
2025
Q2 		$284K Hold
12,500
– – 0.02% 351
2025
Q1 		$257K Buy
+12,500
New +$285K 0.02% 345

Other funds holding ERY

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ethos Financial Group's ERY Position: Q2 2026 in Review

Ethos Financial Group increased its Direxion Daily Energy Bear 2X ETF (ERY) stake by 749% in Q2 2026, buying an estimated $1.09M and bringing the position to 106,084 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #191.

Ethos Financial Group first reported a position in ERY in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold ERY as of Q2 2026.

  • Ethos Financial Group held 106,084 shares of Direxion Daily Energy Bear 2X ETF worth $1.39M as of Q2 2026.
  • Ethos Financial Group bought 93,584 Direxion Daily Energy Bear 2X ETF shares in Q2 2026, an estimated $1.09M.
  • Direxion Daily Energy Bear 2X ETF made up 0.09% of Ethos Financial Group's portfolio in Q2 2026, its #191 holding.
  • Ethos Financial Group first reported a position in Direxion Daily Energy Bear 2X ETF in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.