SBI Securities’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

SBI Securities’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
2026 Q3	$76K	Sell	757 -297	-28%	-$29.1K	﹤0.01%	1006
2026 Q2	$80.3K	Sell	1,054 -4,092	-80%	-$363K	﹤0.01%	994
2026 Q1	$530K	Buy	5,146 +3,720	+261%	+$297K	0.01%	388
2025 Q4	$79.6K	Sell	1,426 -323	-18%	-$17.9K	﹤0.01%	920
2025 Q3	$98.6K	Sell	1,749 -970	-36%	-$52.6K	﹤0.01%	849
2025 Q2	$140K	Buy	2,719 +1,398	+106%	+$69.8K	﹤0.01%	704
2025 Q1	$86.2K	Sell	1,321 -421	-24%	-$25.7K	﹤0.01%	798
2024 Q4	$97K	Buy	+1,742	New	+$110K	﹤0.01%	765

Other funds holding ERX

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

SBI Securities's ERX Position: Q3 2026 in Review

SBI Securities reduced its Direxion Daily Energy Bull 2X ETF (ERX) stake by 28% in Q3 2026, selling an estimated $29.1K and leaving 757 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

SBI Securities first reported a position in ERX in Q4 2024 and has held it in 8 quarters since. The position peaked at $530K in Q1 2026. 9 funds tracked by Wall St. Rank hold ERX as of Q3 2026.

SBI Securities held 757 shares of Direxion Daily Energy Bull 2X ETF worth $76K as of Q3 2026.
SBI Securities sold 297 Direxion Daily Energy Bull 2X ETF shares in Q3 2026, an estimated $29.1K.
Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #1006 holding.
SBI Securities first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Direxion Daily Energy Bull 2X ETF position peaked at $530K in Q1 2026.
9 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.