Farther Finance Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Farther Finance 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 Q2	$17.1K	Hold	225	–	–	﹤0.01%	4091
2026 Q1	$21.5K	Sell	225 -11	-5%	-$880	﹤0.01%	3608
2025 Q4	$13.2K	Buy	236 +11	+5%	+$610	﹤0.01%	3725
2025 Q3	$12.7K	Hold	225	–	–	﹤0.01%	3318
2025 Q2	$11.6K	Hold	225	–	–	﹤0.01%	3003
2025 Q1	$14.8K	Hold	225	–	–	﹤0.01%	2534
2024 Q4	$12.5K	Hold	225	–	–	﹤0.01%	2298
2024 Q3	$13.3K	Hold	225	–	–	﹤0.01%	2242
2024 Q2	$14.7K	Hold	225	–	–	﹤0.01%	1905
2024 Q1	$16.2K	Hold	225	–	–	﹤0.01%	1563
2023 Q4	$12.7K	Hold	225	–	–	﹤0.01%	1506
2023 Q3	$15.1K	Hold	225	–	–	﹤0.01%	1162
2023 Q2	$12.3K	Buy	+225	New	+$12.5K	﹤0.01%	1135

Other funds holding ERX

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's ERX Position: Q2 2026 in Review

Farther Finance Advisors held its Direxion Daily Energy Bull 2X ETF (ERX) position steady in Q2 2026 at 225 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4091.

Farther Finance Advisors first reported a position in ERX in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.5K in Q1 2026. 8 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

Farther Finance Advisors held 225 shares of Direxion Daily Energy Bull 2X ETF worth $17.1K as of Q2 2026.
Farther Finance Advisors left its Direxion Daily Energy Bull 2X ETF share count unchanged in Q2 2026.
Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4091 holding.
Farther Finance Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2023 and has held it in 13 quarters since.
Farther Finance Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $21.5K in Q1 2026.
8 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.