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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$1.52K Buy
+20
New +$1.77K ﹤0.01% 505
2025
Q1 		– Sell
-10
Closed -$557 – 495
2024
Q4 		$557 Buy
+10
New +$629 ﹤0.01% 447

Other funds holding ERX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JMBAI
J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ERX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2026: 20 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in ERX as recently as Q4 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ERX in Q4 2024 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 20 shares of Direxion Daily Energy Bull 2X ETF worth $1.52K as of Q2 2026.
  • Direxion Daily Energy Bull 2X ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #505 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2024 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.