EverSource Wealth Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

EverSource Wealth 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
2026 Q1	–	Sell	-200	Closed	-$11.2K	–	4427
2025 Q4	$11.2K	Hold	200	–	–	﹤0.01%	2739
2025 Q3	$11.3K	Sell	200 -1,450	-88%	-$78.7K	﹤0.01%	2760
2025 Q2	$84.8K	Buy	1,650 +250	+18%	+$12.5K	﹤0.01%	1297
2025 Q1	$91.4K	Buy	+1,400	New	+$85.4K	0.01%	941
2023 Q1	–	Sell	-4	Closed	-$266	–	2426
2022 Q4	$266	Hold	4	–	–	﹤0.01%	2246
2022 Q3	$0	Hold	4	–	–	﹤0.01%	2007
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1763
2022 Q1	$0	Sell	4 -21	-84%	-$964	﹤0.01%	1754
2021 Q4	$1K	Buy	+25	New	+$763	﹤0.01%	1694

Other funds holding ERX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TSS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TPWA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverSource Wealth Advisors's ERX Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2026, closing a stake of 200 shares — an estimated $11.2K sold.

EverSource Wealth Advisors first reported a position in ERX in Q4 2021 and held it in 9 quarters. The position peaked at $91.4K in Q1 2025. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

EverSource Wealth Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 200 Direxion Daily Energy Bull 2X ETF shares in Q1 2026, an estimated $11.2K.
EverSource Wealth Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2021 and held it in 9 quarters.
EverSource Wealth Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $91.4K in Q1 2025.
35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.