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Private Wealth Management Group’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Private Wealth Management Group’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
2024
Q1 		– Sell
-300
Closed -$17K – 1525
2023
Q4 		$17K Buy
+300
New +$17.7K 0.01% 291

Other funds holding ERX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Private Wealth Management Group's ERX Position: Q1 2024 in Review

Private Wealth Management Group sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2024, closing a stake of 300 shares — an estimated $17K sold.

Private Wealth Management Group first reported a position in ERX in Q4 2023 and held it in 1 quarter. The position peaked at $17K in Q4 2023. 40 funds tracked by Wall St. Rank hold ERX as of Q1 2024.

  • Private Wealth Management Group reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 300 Direxion Daily Energy Bull 2X ETF shares in Q1 2024, an estimated $17K.
  • Private Wealth Management Group first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Direxion Daily Energy Bull 2X ETF position peaked at $17K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.