IPG Investment Advisors’s Direxion Daily Gold Miners Index Bull 2X ETF NUGT Stock Holding History

IPG Investment Advisors’s Portfolio NUGT Stock Details NUGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,038	Closed	-$211K	–	186
2023 Q1	$211K	Buy	+5,038	New	+$190K	0.05%	144
2022 Q2	–	Sell	-5,038	Closed	-$357K	–	182
2022 Q1	$357K	Hold	5,038	–	–	0.07%	114
2021 Q4	$258K	Hold	5,038	–	–	0.05%	163
2021 Q3	$215K	Hold	5,038	–	–	0.07%	109
2021 Q2	$293K	Hold	5,038	–	–	0.09%	104
2021 Q1	$275K	Sell	5,038 -542	-10%	-$33.1K	0.05%	151
2020 Q4	$387K	Hold	5,580	–	–	0.09%	107
2020 Q3	$473K	Hold	5,580	–	–	0.14%	83
2020 Q2	$436K	Sell	5,580 -542	-9%	-$35.2K	0.15%	76
2020 Q1	$208K	Buy	6,122 +1,083	+21%	+$143K	0.09%	108
2019 Q4	$878K	Hold	5,039	–	–	0.28%	56
2019 Q3	$702K	Sell	5,039 -7	-0.1%	-$1.19K	0.25%	58
2019 Q2	$692K	Buy	5,046 +7	+0.1%	+$647	0.25%	59
2019 Q1	$499K	Sell	5,039 -15	-0.3%	-$1.45K	0.17%	82
2018 Q4	$442K	Hold	5,054	–	–	0.17%	74
2018 Q3	$327K	Sell	5,054 -248	-5%	-$21.6K	0.11%	118
2018 Q2	$645K	Buy	5,302 +4	+0.1%	+$508	0.23%	71
2018 Q1	$646K	Buy	+5,298	New	+$735K	0.21%	67

Other funds holding NUGT

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

IPG Investment Advisors's NUGT Position: Q2 2023 in Review

IPG Investment Advisors sold out of Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) in Q2 2023, closing a stake of 5,038 shares — an estimated $211K sold.

IPG Investment Advisors first reported a position in NUGT in Q1 2018 and held it in 18 quarters. The position peaked at $878K in Q4 2019. 41 funds tracked by Wall St. Rank hold NUGT as of Q2 2023.

IPG Investment Advisors reported no remaining Direxion Daily Gold Miners Index Bull 2X ETF position as of Q2 2023 after selling out during the quarter.
IPG Investment Advisors sold 5,038 Direxion Daily Gold Miners Index Bull 2X ETF shares in Q2 2023, an estimated $211K.
IPG Investment Advisors first reported a position in Direxion Daily Gold Miners Index Bull 2X ETF in Q1 2018 and held it in 18 quarters.
IPG Investment Advisors's Direxion Daily Gold Miners Index Bull 2X ETF position peaked at $878K in Q4 2019.
41 funds tracked by Wall St. Rank held Direxion Daily Gold Miners Index Bull 2X ETF as of Q2 2023.

Based on IPG Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.