EWA
MOON

Evolution Wealth Advisors’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Evolution Wealth Advisors’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-257,325
Closed -$6.94K – 150
2021
Q4 		$6.94K Buy
+257,325
New +$8.04M 1.05% 19

Other funds holding MOON

GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Evolution Wealth Advisors's MOON Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Direxion Moonshot Innovators ETF (MOON) in Q1 2022, closing a stake of 257,325 shares — an estimated $6.94K sold.

Evolution Wealth Advisors first reported a position in MOON in Q4 2021 and held it in 1 quarter. The position peaked at $6.94K in Q4 2021. 40 funds tracked by Wall St. Rank hold MOON as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining Direxion Moonshot Innovators ETF position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 257,325 Direxion Moonshot Innovators ETF shares in Q1 2022, an estimated $6.94K.
  • Evolution Wealth Advisors first reported a position in Direxion Moonshot Innovators ETF in Q4 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Direxion Moonshot Innovators ETF position peaked at $6.94K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.