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Plante Moran Financial Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Plante Moran Financial 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
2022
Q1 		– Sell
-800
Closed -$24K – 859
2021
Q4 		$24K Hold
800
– – ﹤0.01% 510
2021
Q3 		$21K Hold
800
– – ﹤0.01% 549
2021
Q2 		$23K Sell
800
-2,117
-73% -$55.8K 0.01% 534
2021
Q1 		$69K Hold
2,917
– – 0.02% 299
2020
Q4 		$42K Hold
2,917
– – 0.01% 389
2020
Q3 		$27K Buy
2,917
+800
+38% +$10.5K 0.01% 431
2020
Q2 		$32K Buy
+2,117
New +$32K 0.01% 352

Other funds holding ERX

CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Plante Moran Financial Advisors's ERX Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2022, closing a stake of 800 shares — an estimated $24K sold.

Plante Moran Financial Advisors first reported a position in ERX in Q2 2020 and held it in 7 quarters. The position peaked at $69K in Q1 2021. 49 funds tracked by Wall St. Rank hold ERX as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 800 Direxion Daily Energy Bull 2X ETF shares in Q1 2022, an estimated $24K.
  • Plante Moran Financial Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2020 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $69K in Q1 2021.
  • 49 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.