JCIC Asset Management’s Direxion Moonshot Innovators ETF MOON Stock Holding History

JCIC Asset 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
2022 Q3	–	Sell	-400	Closed	-$6K	–	123
2022 Q2	$6K	Sell	400 -68	-15%	-$1.08K	﹤0.01%	96
2022 Q1	$9K	Hold	468	–	–	﹤0.01%	104
2021 Q4	$13K	Hold	468	–	–	﹤0.01%	104
2021 Q3	$15K	Hold	468	–	–	﹤0.01%	94
2021 Q2	$21K	Hold	468	–	–	0.01%	94
2021 Q1	$19K	Buy	+468	New	+$19.4K	0.01%	94

Other funds holding MOON

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EIP

Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

JCIC Asset Management's MOON Position: Q3 2022 in Review

JCIC Asset Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q3 2022, closing a stake of 400 shares — an estimated $6K sold.

JCIC Asset Management first reported a position in MOON in Q1 2021 and held it in 6 quarters. The position peaked at $21K in Q2 2021. 32 funds tracked by Wall St. Rank hold MOON as of Q3 2022.

JCIC Asset Management reported no remaining Direxion Moonshot Innovators ETF position as of Q3 2022 after selling out during the quarter.
JCIC Asset Management sold 400 Direxion Moonshot Innovators ETF shares in Q3 2022, an estimated $6K.
JCIC Asset Management first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 6 quarters.
JCIC Asset Management's Direxion Moonshot Innovators ETF position peaked at $21K in Q2 2021.
32 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q3 2022.

Based on JCIC Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.