LFG
ERX icon

Larson Financial Group’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Larson Financial Group’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
2023
Q3 		– Sell
-152
Closed -$8.32K – 1725
2023
Q2 		$8.32K Hold
152
– – ﹤0.01% 991
2023
Q1 		$8.85K Hold
152
– – ﹤0.01% 958
2022
Q4 		$10.1K Buy
+152
New +$10.1K ﹤0.01% 855

Other funds holding ERX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Larson Financial Group's ERX Position: Q3 2023 in Review

Larson Financial Group sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2023, closing a stake of 152 shares — an estimated $8.32K sold.

Larson Financial Group first reported a position in ERX in Q4 2022 and held it in 3 quarters. The position peaked at $10.1K in Q4 2022. 36 funds tracked by Wall St. Rank hold ERX as of Q3 2023.

  • Larson Financial Group reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2023 after selling out during the quarter.
  • Larson Financial Group sold 152 Direxion Daily Energy Bull 2X ETF shares in Q3 2023, an estimated $8.32K.
  • Larson Financial Group first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2022 and held it in 3 quarters.
  • Larson Financial Group's Direxion Daily Energy Bull 2X ETF position peaked at $10.1K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2023.

Based on Larson Financial Group's 13F filing for Q3 2023, filed 3 Nov 2023.