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Regal Investment Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Regal Investment 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
2023
Q2 		– Sell
-4,890
Closed -$285K – 525
2023
Q1 		$285K Buy
+4,890
New +$307K 0.03% 409

Other funds holding ERX

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
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Investment Advisors's ERX Position: Q2 2023 in Review

Regal Investment Advisors sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2023, closing a stake of 4,890 shares — an estimated $285K sold.

Regal Investment Advisors first reported a position in ERX in Q1 2023 and held it in 1 quarter. The position peaked at $285K in Q1 2023. 34 funds tracked by Wall St. Rank hold ERX as of Q2 2023.

  • Regal Investment Advisors reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q2 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 4,890 Direxion Daily Energy Bull 2X ETF shares in Q2 2023, an estimated $285K.
  • Regal Investment Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2023 and held it in 1 quarter.
  • Regal Investment Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $285K in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2023.

Based on Regal Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.