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Global Retirement Partners’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Global Retirement Partners’s Portfolio UBOT Stock Details UBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$15 – 3645
2024
Q1 		$15 Hold
1
– – ﹤0.01% 3365
2023
Q4 		$12 Hold
1
– – ﹤0.01% 3338
2023
Q3 		$9 Sell
1
-154
-99% -$3.01K ﹤0.01% 3234
2023
Q2 		$3.49K Buy
+155
New +$3K ﹤0.01% 2339

Other funds holding UBOT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
C
Covestor London, United Kingdom $144M AUM 37.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Global Retirement Partners's UBOT Position: Q2 2024 in Review

Global Retirement Partners sold out of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) in Q2 2024, closing a stake of 1 share — an estimated $15 sold.

Global Retirement Partners first reported a position in UBOT in Q2 2023 and held it in 4 quarters. The position peaked at $3.49K in Q2 2023. 15 funds tracked by Wall St. Rank hold UBOT as of Q2 2024.

  • Global Retirement Partners reported no remaining Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position as of Q2 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF share in Q2 2024, an estimated $15.
  • Global Retirement Partners first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q2 2023 and held it in 4 quarters.
  • Global Retirement Partners's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $3.49K in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.