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

Sheaff Brock 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
2025
Q1 		$940K Hold
14,400
– – 0.09% 176
2024
Q4 		$802K Hold
14,400
– – 0.07% 190
2024
Q3 		$854K Hold
14,400
– – 0.07% 184
2024
Q2 		$937K Hold
14,400
– – 0.09% 174
2024
Q1 		$1.02M Hold
14,400
– – 0.06% 183
2023
Q4 		$815K Sell
14,400
-2,500
-15% -$148K 0.06% 205
2023
Q3 		$1.13M Hold
16,900
– – 0.1% 152
2023
Q2 		$925K Hold
16,900
– – 0.08% 182
2023
Q1 		$984K Sell
16,900
-500
-3% -$31.4K 0.09% 176
2022
Q4 		$1.16M Hold
17,400
– – 0.11% 141
2022
Q3 		$803K Buy
17,400
+2,000
+13% +$103K 0.09% 180
2022
Q2 		$723K Buy
15,400
+900
+6% +$54.2K 0.06% 197
2022
Q1 		$804K Hold
14,500
– – 0.06% 209
2021
Q4 		$430K Hold
14,500
– – 0.03% 307
2021
Q3 		$379K Hold
14,500
– – 0.03% 323
2021
Q2 		$410K Hold
14,500
– – 0.03% 305
2021
Q1 		$343K Hold
14,500
– – 0.03% 323
2020
Q4 		$208K Hold
14,500
– – 0.02% 416
2020
Q3 		$136K Hold
14,500
– – 0.01% 420
2020
Q2 		$219K Hold
14,500
– – 0.02% 365
2020
Q1 		$141K Buy
+14,500
New +$1.43M 0.02% 357

Other funds holding ERX

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Sheaff Brock Investment Advisors's ERX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Direxion Daily Energy Bull 2X ETF (ERX) position steady in Q1 2025 at 14,400 shares worth $940K. The position accounts for 0.09% of the portfolio, ranked #176.

Sheaff Brock Investment Advisors first reported a position in ERX in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.16M in Q4 2022. 37 funds tracked by Wall St. Rank hold ERX as of Q1 2025.

  • Sheaff Brock Investment Advisors held 14,400 shares of Direxion Daily Energy Bull 2X ETF worth $940K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Direxion Daily Energy Bull 2X ETF share count unchanged in Q1 2025.
  • Direxion Daily Energy Bull 2X ETF made up 0.09% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #176 holding.
  • Sheaff Brock Investment Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2020 and has held it in 21 quarters since.
  • Sheaff Brock Investment Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $1.16M in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.