SBI Securities’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

SBI Securities’s Portfolio ERY Stock Details ERY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.7K	Buy	3,343 +2,755	+469%	+$32.1K	﹤0.01%	1220
2026 Q1	$6.04K	Sell	588 -197	-25%	-$2.76K	﹤0.01%	1951
2025 Q4	$15.6K	Sell	785 -3,843	-83%	-$78.5K	﹤0.01%	1541
2025 Q3	$93.8K	Buy	4,628 +24	+0.5%	+$515	﹤0.01%	870
2025 Q2	$105K	Buy	4,604 +3,314	+257%	+$80.5K	﹤0.01%	804
2025 Q1	$26.5K	Buy	1,290 +216	+20%	+$4.92K	﹤0.01%	1223
2024 Q4	$27.1K	Buy	+1,074	New	+$24.5K	﹤0.01%	1218

Other funds holding ERY

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

ACS

Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SBI Securities's ERY Position: Q2 2026 in Review

SBI Securities increased its Direxion Daily Energy Bear 2X ETF (ERY) stake by 469% in Q2 2026, buying an estimated $32.1K and bringing the position to 3,343 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

SBI Securities first reported a position in ERY in Q4 2024 and has held it in 7 quarters since. The position peaked at $105K in Q2 2025. 10 funds tracked by Wall St. Rank hold ERY as of Q2 2026.

SBI Securities held 3,343 shares of Direxion Daily Energy Bear 2X ETF worth $43.7K as of Q2 2026.
SBI Securities bought 2,755 Direxion Daily Energy Bear 2X ETF shares in Q2 2026, an estimated $32.1K.
Direxion Daily Energy Bear 2X ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1220 holding.
SBI Securities first reported a position in Direxion Daily Energy Bear 2X ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Direxion Daily Energy Bear 2X ETF position peaked at $105K in Q2 2025.
10 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q2 2026.

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