Patriot Financial Group Insurance Agency’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-30	Closed	–	–	2044
2022 Q2	$0	Hold	30	–	–	﹤0.01%	2210
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	2005
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	2102
2021 Q3	$1K	Buy	+30	New	+$995	﹤0.01%	2111

Other funds holding MOON

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

EIP

Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MOON Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Direxion Moonshot Innovators ETF (MOON) in Q3 2022, closing a stake of 30 shares.

Patriot Financial Group Insurance Agency first reported a position in MOON in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 32 funds tracked by Wall St. Rank hold MOON as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Direxion Moonshot Innovators ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 30 Direxion Moonshot Innovators ETF shares in Q3 2022.
Patriot Financial Group Insurance Agency first reported a position in Direxion Moonshot Innovators ETF in Q3 2021 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Direxion Moonshot Innovators ETF position peaked at $1K in Q1 2022.
32 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.