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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JMBAI
J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return

SBI Securities's ERX Position: Q2 2026 in Review

SBI Securities reduced its Direxion Daily Energy Bull 2X ETF (ERX) stake by 80% in Q2 2026, selling an estimated $363K and leaving 1,054 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

SBI Securities first reported a position in ERX in Q4 2024 and has held it in 7 quarters since. The position peaked at $530K in Q1 2026. 12 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

  • SBI Securities held 1,054 shares of Direxion Daily Energy Bull 2X ETF worth $80.3K as of Q2 2026.
  • SBI Securities sold 4,092 Direxion Daily Energy Bull 2X ETF shares in Q2 2026, an estimated $363K.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #994 holding.
  • SBI Securities first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Direxion Daily Energy Bull 2X ETF position peaked at $530K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.