IGWM
MOON

ICA Group Wealth Management’s Direxion Moonshot Innovators ETF MOON Stock Holding History

ICA Group Wealth Management’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
2024
Q1 		– Sell
-100
Closed -$1.14K – 1432
2023
Q4 		$1.14K Buy
+100
New +$1K ﹤0.01% 1223
2023
Q3 		– Sell
-104
Closed -$1.31K – 1301
2023
Q2 		$1.31K Hold
104
– – ﹤0.01% 1172
2023
Q1 		$1.23K Hold
104
– – ﹤0.01% 1136
2022
Q4 		$1.35K Buy
+104
New +$1.25K ﹤0.01% 1152

Other funds holding MOON

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ICA Group Wealth Management's MOON Position: Q1 2024 in Review

ICA Group Wealth Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q1 2024, closing a stake of 100 shares — an estimated $1.14K sold.

ICA Group Wealth Management first reported a position in MOON in Q4 2022 and held it in 4 quarters. The position peaked at $1.35K in Q4 2022. 24 funds tracked by Wall St. Rank hold MOON as of Q1 2024.

  • ICA Group Wealth Management reported no remaining Direxion Moonshot Innovators ETF position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 100 Direxion Moonshot Innovators ETF shares in Q1 2024, an estimated $1.14K.
  • ICA Group Wealth Management first reported a position in Direxion Moonshot Innovators ETF in Q4 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's Direxion Moonshot Innovators ETF position peaked at $1.35K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.