Kelly Financial Services’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Kelly Financial Services’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
2021 Q4	–	Sell	-6	Closed	-$164	–	687
2021 Q3	$164	Sell	6 -170	-97%	-$4.02K	﹤0.01%	627
2021 Q2	$6K	Buy	176 +170	+2,833%	+$4.48K	﹤0.01%	604
2021 Q1	$146	Hold	6	–	–	﹤0.01%	621
2020 Q4	$88	Hold	6	–	–	﹤0.01%	586
2020 Q3	$57	Hold	6	–	–	﹤0.01%	571
2020 Q2	$92	Hold	6	–	–	﹤0.01%	585
2020 Q1	$58	Sell	6 -1	-14%	-$99	﹤0.01%	564
2019 Q4	$1.17K	Sell	7 -28	-80%	-$4.32K	﹤0.01%	467
2019 Q3	$5.45K	Hold	35	–	–	﹤0.01%	284
2019 Q2	$6.98K	Sell	35 -10	-22%	-$2.04K	0.01%	263
2019 Q1	$10.1K	Buy	+45	New	+$9.43K	0.01%	219

Other funds holding ERX

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

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

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

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Kelly Financial Services's ERX Position: Q4 2021 in Review

Kelly Financial Services sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q4 2021, closing a stake of 6 shares — an estimated $164 sold.

Kelly Financial Services first reported a position in ERX in Q1 2019 and held it in 11 quarters. The position peaked at $10.1K in Q1 2019. 40 funds tracked by Wall St. Rank hold ERX as of Q4 2021.

Kelly Financial Services reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q4 2021 after selling out during the quarter.
Kelly Financial Services sold 6 Direxion Daily Energy Bull 2X ETF shares in Q4 2021, an estimated $164.
Kelly Financial Services first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2019 and held it in 11 quarters.
Kelly Financial Services's Direxion Daily Energy Bull 2X ETF position peaked at $10.1K in Q1 2019.
40 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q4 2021.

Based on Kelly Financial Services's 13F filing for Q4 2021, filed 17 Jul 2024.