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Spire Wealth Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Spire Wealth Management’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 		$2.71K Buy
36
+1
+3% +$89 ﹤0.01% 1950
2026
Q1 		$3.65K Hold
35
– – ﹤0.01% 1910
2025
Q4 		$1.97K Hold
35
– – ﹤0.01% 2103
2025
Q3 		$1.98K Hold
35
– – ﹤0.01% 2167
2025
Q2 		$1.78K Buy
35
+1
+3% +$50 ﹤0.01% 2195
2025
Q1 		$2.25K Hold
34
– – ﹤0.01% 2259
2024
Q4 		$1.92K Hold
34
– – ﹤0.01% 2263
2024
Q3 		$2.02K Hold
34
– – ﹤0.01% 2000
2024
Q2 		$2.2K Hold
34
– – ﹤0.01% 1995
2024
Q1 		$2.39K Hold
34
– – ﹤0.01% 2055
2023
Q4 		$1.73K Buy
34
+1
+3% +$59 ﹤0.01% 2170
2023
Q3 		$2.23K Hold
33
– – ﹤0.01% 2114
2023
Q2 		$1.81K Hold
33
– – ﹤0.01% 2216
2023
Q1 		$1.91K Buy
33
+1
+3% +$63 ﹤0.01% 2270
2022
Q4 		$2K Hold
32
– – ﹤0.01% 2036
2022
Q3 		$1K Hold
32
– – ﹤0.01% 2069
2022
Q2 		$2K Buy
32
+1
+3% +$60 ﹤0.01% 2351
2022
Q1 		$2K Sell
31
-21
-40% -$964 ﹤0.01% 2388
2021
Q4 		$2K Hold
52
– – ﹤0.01% 2769
2021
Q3 		$1K Buy
52
+1
+2% +$24 ﹤0.01% 2524
2021
Q2 		$1K Sell
51
-1,101
-96% -$29K ﹤0.01% 2531
2021
Q1 		$27K Buy
+1,152
New +$24.3K ﹤0.01% 2022

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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
GTAM
Global Trust Asset Management West Palm Beach, Florida $320M AUM 83.68% 1-Year Est. Return

Spire Wealth Management's ERX Position: Q2 2026 in Review

Spire Wealth Management increased its Direxion Daily Energy Bull 2X ETF (ERX) stake by 2.9% in Q2 2026, buying an estimated $89 and bringing the position to 36 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Spire Wealth Management first reported a position in ERX in Q1 2021 and has held it in 22 quarters since. The position peaked at $27K in Q1 2021. 12 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

  • Spire Wealth Management held 36 shares of Direxion Daily Energy Bull 2X ETF worth $2.71K as of Q2 2026.
  • Spire Wealth Management bought 1 Direxion Daily Energy Bull 2X ETF share in Q2 2026, an estimated $89.
  • Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1950 holding.
  • Spire Wealth Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Direxion Daily Energy Bull 2X ETF position peaked at $27K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.