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Mount Yale Investment Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-6
Closed -$308 – 943
2025
Q2 		$308 Buy
+6
New +$300 ﹤0.01% 1435

Other funds holding ERX

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mount Yale Investment Advisors's ERX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2025, closing a stake of 6 shares — an estimated $308 sold.

Mount Yale Investment Advisors first reported a position in ERX in Q2 2025 and held it in 1 quarter. The position peaked at $308 in Q2 2025. 33 funds tracked by Wall St. Rank hold ERX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6 Direxion Daily Energy Bull 2X ETF shares in Q3 2025, an estimated $308.
  • Mount Yale Investment Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $308 in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.