SWM
MOON

Spire Wealth Management’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Spire Wealth Management’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
-250
Closed -$10K – 3035
2021
Q1 		$10K Buy
+250
New +$10.4K ﹤0.01% 2421

Other funds holding MOON

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Spire Wealth Management's MOON Position: Q2 2021 in Review

Spire Wealth Management sold out of Direxion Moonshot Innovators ETF (MOON) in Q2 2021, closing a stake of 250 shares — an estimated $10K sold.

Spire Wealth Management first reported a position in MOON in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 51 funds tracked by Wall St. Rank hold MOON as of Q2 2021.

  • Spire Wealth Management reported no remaining Direxion Moonshot Innovators ETF position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 250 Direxion Moonshot Innovators ETF shares in Q2 2021, an estimated $10K.
  • Spire Wealth Management first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Direxion Moonshot Innovators ETF position peaked at $10K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.