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

Plotkin 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
2021
Q3 		– Sell
-19,096
Closed -$539K – 95
2021
Q2 		$539K Buy
+19,096
New +$504K 0.3% 54

Other funds holding ERX

HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
HJMC
Hellman Jordan Management Company Quincy, Massachusetts $58.9M AUM 18.56% 1-Year Est. Return

Plotkin Financial Advisors's ERX Position: Q3 2021 in Review

Plotkin Financial Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q3 2021, closing a stake of 19,096 shares — an estimated $539K sold.

Plotkin Financial Advisors first reported a position in ERX in Q2 2021 and held it in 1 quarter. The position peaked at $539K in Q2 2021. 43 funds tracked by Wall St. Rank hold ERX as of Q3 2021.

  • Plotkin Financial Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q3 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 19,096 Direxion Daily Energy Bull 2X ETF shares in Q3 2021, an estimated $539K.
  • Plotkin Financial Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2021 and held it in 1 quarter.
  • Plotkin Financial Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $539K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2021.

Based on Plotkin Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2024.