LPL Financial
MOON

LPL Financial’s Direxion Moonshot Innovators ETF MOON Stock Holding History

LPL Financial’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,197
Closed -$132K – 5172
2024
Q1 		$132K Buy
12,197
+591
+5% +$6.18K ﹤0.01% 4616
2023
Q4 		$132K Sell
11,606
-1,276
-10% -$12.8K ﹤0.01% 4500
2023
Q3 		$136K Sell
12,882
-199
-2% -$2.48K ﹤0.01% 4356
2023
Q2 		$165K Sell
13,081
-1,549
-11% -$17.6K ﹤0.01% 4208
2023
Q1 		$173K Sell
14,630
-658
-4% -$7.94K ﹤0.01% 4088
2022
Q4 		$161K Sell
15,288
-2,389
-14% -$28.8K ﹤0.01% 4053
2022
Q3 		$225K Sell
17,677
-20
-0.1% -$301 ﹤0.01% 3833
2022
Q2 		$246K Sell
17,697
-819
-4% -$13K ﹤0.01% 3792
2022
Q1 		$371K Sell
18,516
-14,328
-44% -$296K ﹤0.01% 3411
2021
Q4 		$886K Sell
32,844
-10,717
-25% -$335K ﹤0.01% 2762
2021
Q3 		$1.39M Sell
43,561
-5,776
-12% -$192K ﹤0.01% 2339
2021
Q2 		$1.81M Sell
49,337
-281,607
-85% -$10.3M ﹤0.01% 2061
2021
Q1 		$13.6M Buy
+330,944
New +$13.7M 0.02% 690

Other funds holding MOON

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's MOON Position: Q2 2024 in Review

LPL Financial sold out of Direxion Moonshot Innovators ETF (MOON) in Q2 2024, closing a stake of 12,197 shares — an estimated $132K sold.

LPL Financial first reported a position in MOON in Q1 2021 and held it in 13 quarters. The position peaked at $13.6M in Q1 2021. 23 funds tracked by Wall St. Rank hold MOON as of Q2 2024.

  • LPL Financial reported no remaining Direxion Moonshot Innovators ETF position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 12,197 Direxion Moonshot Innovators ETF shares in Q2 2024, an estimated $132K.
  • LPL Financial first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 13 quarters.
  • LPL Financial's Direxion Moonshot Innovators ETF position peaked at $13.6M in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.