SWP
MOON

ShoreHaven Wealth Partners’s Direxion Moonshot Innovators ETF MOON Stock Holding History

ShoreHaven Wealth Partners’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 		– Sell
-687
Closed -$28K – 273
2021
Q1 		$28K Buy
+687
New +$28.5K 0.02% 152

Other funds holding MOON

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 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 $4.08B AUM 58.77% 1-Year Est. Return

ShoreHaven Wealth Partners's MOON Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Direxion Moonshot Innovators ETF (MOON) in Q2 2021, closing a stake of 687 shares — an estimated $28K sold.

ShoreHaven Wealth Partners first reported a position in MOON in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 51 funds tracked by Wall St. Rank hold MOON as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Direxion Moonshot Innovators ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 687 Direxion Moonshot Innovators ETF shares in Q2 2021, an estimated $28K.
  • ShoreHaven Wealth Partners first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Direxion Moonshot Innovators ETF position peaked at $28K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.