NFSG
MOON

Newbridge Financial Services Group’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-350
Closed -$13K – 1642
2021
Q2 		$13K Hold
350
– – 0.01% 918
2021
Q1 		$14K Buy
+350
New +$14.5K 0.01% 800

Other funds holding MOON

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Newbridge Financial Services Group's MOON Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Direxion Moonshot Innovators ETF (MOON) in Q3 2021, closing a stake of 350 shares — an estimated $13K sold.

Newbridge Financial Services Group first reported a position in MOON in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 46 funds tracked by Wall St. Rank hold MOON as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Direxion Moonshot Innovators ETF position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 350 Direxion Moonshot Innovators ETF shares in Q3 2021, an estimated $13K.
  • Newbridge Financial Services Group first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Direxion Moonshot Innovators ETF position peaked at $14K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.