Meridian Wealth Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Meridian Wealth Management’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
2024 Q4	–	Sell	-13,466	Closed	-$799K	–	638
2024 Q3	$799K	Hold	13,466	–	–	0.04%	320
2024 Q2	$877K	Buy	+13,466	New	+$919K	0.1%	125
2024 Q1	–	Sell	-39,490	Closed	-$2.23M	–	291
2023 Q4	$2.23M	Hold	39,490	–	–	0.14%	161
2023 Q3	$2.64M	Hold	39,490	–	–	0.16%	124
2023 Q2	$2.16M	Sell	39,490 -4,804	-11%	-$267K	0.18%	115
2023 Q1	$2.58M	Hold	44,294	–	–	0.23%	101
2022 Q4	$2.95M	Hold	44,294	–	–	0.29%	78
2022 Q3	$2.04M	Sell	44,294 -68	-0.2%	-$3.51K	0.22%	109
2022 Q2	$2.08M	Buy	+44,362	New	+$2.67M	0.17%	144

Other funds holding ERX

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

KLCM

KG&L Capital Management Saint Francisville, Louisiana $139M AUM 26.97% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Meridian Wealth Management's ERX Position: Q4 2024 in Review

Meridian Wealth Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q4 2024, closing a stake of 13,466 shares — an estimated $799K sold.

Meridian Wealth Management first reported a position in ERX in Q2 2022 and held it in 9 quarters. The position peaked at $2.95M in Q4 2022. 41 funds tracked by Wall St. Rank hold ERX as of Q4 2024.

Meridian Wealth Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q4 2024 after selling out during the quarter.
Meridian Wealth Management sold 13,466 Direxion Daily Energy Bull 2X ETF shares in Q4 2024, an estimated $799K.
Meridian Wealth Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2022 and held it in 9 quarters.
Meridian Wealth Management's Direxion Daily Energy Bull 2X ETF position peaked at $2.95M in Q4 2022.
41 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q4 2024.

Based on Meridian Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.