Kelly Financial Services’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Kelly Financial Services’s Portfolio UBOT Stock Details UBOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-46	Closed	-$1.05K	–	713
2024 Q2	$1.05K	Hold	46	–	–	﹤0.01%	648
2024 Q1	$1.15K	Hold	46	–	–	﹤0.01%	663
2023 Q4	$946	Hold	46	–	–	﹤0.01%	656
2023 Q3	$735	Hold	46	–	–	﹤0.01%	658
2023 Q2	$1.03K	Hold	46	–	–	﹤0.01%	604
2023 Q1	$820	Hold	46	–	–	﹤0.01%	605
2022 Q4	$548	Hold	46	–	–	﹤0.01%	601
2022 Q3	$448	Buy	46 +26	+130%	+$354	﹤0.01%	618
2022 Q2	$256	Hold	20	–	–	﹤0.01%	638
2022 Q1	$551	Buy	+20	New	+$592	﹤0.01%	601

Other funds holding UBOT

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

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

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

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

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Kelly Financial Services's UBOT Position: Q3 2024 in Review

Kelly Financial Services sold out of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) in Q3 2024, closing a stake of 46 shares — an estimated $1.05K sold.

Kelly Financial Services first reported a position in UBOT in Q1 2022 and held it in 10 quarters. The position peaked at $1.15K in Q1 2024. 15 funds tracked by Wall St. Rank hold UBOT as of Q3 2024.

Kelly Financial Services reported no remaining Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 46 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF shares in Q3 2024, an estimated $1.05K.
Kelly Financial Services first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q1 2022 and held it in 10 quarters.
Kelly Financial Services's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $1.15K in Q1 2024.
15 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.