PWMA
ERX icon

Pension & Wealth Management Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$1.52K Buy
+20
New +$1.77K ﹤0.01% 505
2025
Q1 		– Sell
-10
Closed -$557 – 495
2024
Q4 		$557 Buy
+10
New +$629 ﹤0.01% 447

Other funds holding ERX

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JMBA
J. M. Brown & Associates Tulsa, Oklahoma $175M AUM

Pension & Wealth Management Advisors's ERX Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2026: 20 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in ERX as recently as Q4 2024.

Pension & Wealth Management Advisors first reported a position in ERX in Q4 2024 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

  • Pension & Wealth Management Advisors held 20 shares of Direxion Daily Energy Bull 2X ETF worth $1.52K as of Q2 2026.
  • Direxion Daily Energy Bull 2X ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #505 holding.
  • Pension & Wealth Management Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2024 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.