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Naples Money Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Naples Money 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
Q2 		– Sell
-50
Closed -$3.54K – 408
2024
Q1 		$3.54K Buy
+50
New +$2.94K ﹤0.01% 268

Other funds holding ERX

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
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 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

Naples Money Management's ERX Position: Q2 2024 in Review

Naples Money Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2024, closing a stake of 50 shares — an estimated $3.54K sold.

Naples Money Management first reported a position in ERX in Q1 2024 and held it in 1 quarter. The position peaked at $3.54K in Q1 2024. 35 funds tracked by Wall St. Rank hold ERX as of Q2 2024.

  • Naples Money Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q2 2024 after selling out during the quarter.
  • Naples Money Management sold 50 Direxion Daily Energy Bull 2X ETF shares in Q2 2024, an estimated $3.54K.
  • Naples Money Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2024 and held it in 1 quarter.
  • Naples Money Management's Direxion Daily Energy Bull 2X ETF position peaked at $3.54K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.