SFSIG
MOON

San Francisco Sentry Investment Group’s Direxion Moonshot Innovators ETF MOON Stock Holding History

San Francisco Sentry Investment Group’s Portfolio MOON Stock Details MOON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$175K Sell
4,780
-775
-14% -$28.3K 0.09% 218
2021
Q1 		$228K Buy
5,555
+2,575
+86% +$107K 0.1% 207
2020
Q4 		$95K Buy
+2,980
New +$88.8K 0.04% 279

Other funds holding MOON

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 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 $3.85B AUM 32.11% 1-Year Est. Return

San Francisco Sentry Investment Group's MOON Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its Direxion Moonshot Innovators ETF (MOON) stake by 14% in Q2 2021, selling an estimated $28.3K and leaving 4,780 shares worth $175K. The position accounts for 0.09% of the portfolio, ranked #218.

San Francisco Sentry Investment Group first reported a position in MOON in Q4 2020 and has held it in 3 quarters since. The position peaked at $228K in Q1 2021. 51 funds tracked by Wall St. Rank hold MOON as of Q2 2021.

  • San Francisco Sentry Investment Group held 4,780 shares of Direxion Moonshot Innovators ETF worth $175K as of Q2 2021.
  • San Francisco Sentry Investment Group sold 775 Direxion Moonshot Innovators ETF shares in Q2 2021, an estimated $28.3K.
  • Direxion Moonshot Innovators ETF made up 0.09% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #218 holding.
  • San Francisco Sentry Investment Group first reported a position in Direxion Moonshot Innovators ETF in Q4 2020 and has held it in 3 quarters since.
  • San Francisco Sentry Investment Group's Direxion Moonshot Innovators ETF position peaked at $228K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.