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

IFP 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 Q3	–	Sell	-6	Closed	-$457	–	5288
2026 Q2	$457	Buy	+6	New	+$532	﹤0.01%	4699
2026 Q1	–	Sell	-40	Closed	-$2.23K	–	5058
2025 Q4	$2.23K	Hold	40	–	–	﹤0.01%	3799
2025 Q3	$2.26K	Buy	+40	New	+$2.17K	﹤0.01%	3649
2025 Q1	–	Sell	-50	Closed	-$2.78K	–	4406
2024 Q4	$2.78K	Sell	50 -20	-29%	-$1.26K	﹤0.01%	2984
2024 Q3	$4.15K	Buy	70 +45	+180%	+$2.78K	﹤0.01%	2720
2024 Q2	$1.63K	Buy	+25	New	+$1.71K	﹤0.01%	2864
2023 Q1	–	Sell	-2,361	Closed	-$23K	–	3697
2022 Q4	$23K	Buy	2,361 +281	+14%	+$18.6K	﹤0.01%	2776
2022 Q3	$18K	Hold	2,080	–	–	﹤0.01%	3178
2022 Q2	$18K	Hold	2,080	–	–	﹤0.01%	2934
2022 Q1	$18K	Buy	+2,080	New	+$95.5K	﹤0.01%	2933
2016 Q1	–	Sell	-33	Closed	-$8K	–	2673
2015 Q4	$8K	Buy	+33	New	+$10.3K	﹤0.01%	2686

Other funds holding ERX

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

IFP Advisors's ERX Position: Q3 2026 in Review

IFP Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2026, closing a stake of 6 shares — an estimated $457 sold.

IFP Advisors first reported a position in ERX in Q4 2015 and held it in 11 quarters. The position peaked at $23K in Q4 2022. 9 funds tracked by Wall St. Rank hold ERX as of Q3 2026.

IFP Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 6 Direxion Daily Energy Bull 2X ETF shares in Q3 2026, an estimated $457.
IFP Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2015 and held it in 11 quarters.
IFP Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $23K in Q4 2022.
9 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.