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Lindbrook Capital’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Lindbrook Capital’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
2025
Q1 		$5.22K Sell
80
-46
-37% -$2.81K ﹤0.01% 1933
2024
Q4 		$7K Buy
+126
New +$7.93K ﹤0.01% 1828
2024
Q1 		– Sell
-100
Closed -$5.89K – 2678
2023
Q4 		$5.66K Buy
+100
New +$5.91K ﹤0.01% 1823

Other funds holding ERX

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Lindbrook Capital's ERX Position: Q1 2025 in Review

Lindbrook Capital reduced its Direxion Daily Energy Bull 2X ETF (ERX) stake by 37% in Q1 2025, selling an estimated $2.81K and leaving 80 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Lindbrook Capital first reported a position in ERX in Q4 2023 and has held it in 3 quarters since. The position peaked at $7K in Q4 2024. 37 funds tracked by Wall St. Rank hold ERX as of Q1 2025.

  • Lindbrook Capital held 80 shares of Direxion Daily Energy Bull 2X ETF worth $5.22K as of Q1 2025.
  • Lindbrook Capital sold 46 Direxion Daily Energy Bull 2X ETF shares in Q1 2025, an estimated $2.81K.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1933 holding.
  • Lindbrook Capital first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2023 and has held it in 3 quarters since.
  • Lindbrook Capital's Direxion Daily Energy Bull 2X ETF position peaked at $7K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.