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

Northwestern Mutual 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
2026 Q1	–	Sell	-47	Closed	-$2.63K	–	4233
2025 Q4	$2.63K	Hold	47	–	–	﹤0.01%	3402
2025 Q3	$2.65K	Buy	+47	New	+$2.55K	﹤0.01%	3320
2025 Q1	–	Sell	-3,700	Closed	-$206K	–	3741
2024 Q4	$206K	Hold	3,700	–	–	﹤0.01%	1641
2024 Q3	$219K	Buy	+3,700	New	+$229K	﹤0.01%	1595

Other funds holding ERX

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

TSS

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

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

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TPWA

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's ERX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2026, closing a stake of 47 shares — an estimated $2.63K sold.

Northwestern Mutual Wealth Management first reported a position in ERX in Q3 2024 and held it in 4 quarters. The position peaked at $219K in Q3 2024. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 47 Direxion Daily Energy Bull 2X ETF shares in Q1 2026, an estimated $2.63K.
Northwestern Mutual Wealth Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q3 2024 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Direxion Daily Energy Bull 2X ETF position peaked at $219K in Q3 2024.
35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.