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

Evolution 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
2021
Q4 		– Sell
-400
Closed -$10K – 308
2021
Q3 		$10K Hold
400
– – ﹤0.01% 394
2021
Q2 		$11K Hold
400
– – ﹤0.01% 391
2021
Q1 		$9K Buy
+400
New +$8.44K ﹤0.01% 425

Other funds holding ERX

XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Evolution Wealth Advisors's ERX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q4 2021, closing a stake of 400 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in ERX in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2021. 40 funds tracked by Wall St. Rank hold ERX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 400 Direxion Daily Energy Bull 2X ETF shares in Q4 2021, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2021 and held it in 3 quarters.
  • Evolution Wealth Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $11K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.