Meridian Wealth Management’s Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF UBOT Stock Holding History

Meridian Wealth Management’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
2026 Q1	$268K	Sell	12,925 -1,200	-8%	-$31.5K	0.01%	667
2025 Q4	$361K	Buy	14,125 +439	+3%	+$11.3K	0.01%	578
2025 Q3	$342K	Sell	13,686 -7,000	-34%	-$161K	0.01%	558
2025 Q2	$453K	Buy	20,686 +2,000	+11%	+$36.6K	0.02%	470
2025 Q1	$326K	Sell	18,686 -3,699	-17%	-$84.7K	0.02%	505
2024 Q4	$509K	Buy	22,385 +1,937	+9%	+$46.7K	0.02%	402
2024 Q3	$484K	Buy	20,448 +5,285	+35%	+$116K	0.02%	414
2024 Q2	$345K	Buy	+15,163	New	+$350K	0.04%	220

Other funds holding UBOT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

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

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Management's UBOT Position: Q1 2026 in Review

Meridian Wealth Management reduced its Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) stake by 8.5% in Q1 2026, selling an estimated $31.5K and leaving 12,925 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #667.

Meridian Wealth Management first reported a position in UBOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $509K in Q4 2024. 9 funds tracked by Wall St. Rank hold UBOT as of Q1 2026.

Meridian Wealth Management held 12,925 shares of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF worth $268K as of Q1 2026.
Meridian Wealth Management sold 1,200 Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF shares in Q1 2026, an estimated $31.5K.
Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #667 holding.
Meridian Wealth Management first reported a position in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF in Q2 2024 and has held it in 8 quarters since.
Meridian Wealth Management's Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF position peaked at $509K in Q4 2024.
9 funds tracked by Wall St. Rank held Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 2X ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.