JPLA
ERX icon

Joseph P. Lucia & Associates’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q3 		– Sell
-600
Closed -$9K – 188
2020
Q2 		$9K Buy
+600
New +$9.06K 0.01% 320

Other funds holding ERX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
DWM
Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joseph P. Lucia & Associates's ERX Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2020, closing a stake of 600 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in ERX in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 34 funds tracked by Wall St. Rank hold ERX as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 600 Direxion Daily Energy Bull 2X ETF shares in Q3 2020, an estimated $9K.
  • Joseph P. Lucia & Associates first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2020 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Direxion Daily Energy Bull 2X ETF position peaked at $9K in Q2 2020.
  • 34 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.