SPIA
MOON

Steward Partners Investment Advisory’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Steward Partners Investment Advisory’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
-1,200
Closed -$49.3K – 7469
2021
Q1 		$49.3K Buy
+1,200
New +$49.7K ﹤0.01% 1992

Other funds holding MOON

Citigroup
Citigroup New York $303B AUM 53.02% 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 $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 $40.1B AUM 58.22% 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 $3.85B AUM 32.11% 1-Year Est. Return

Steward Partners Investment Advisory's MOON Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Direxion Moonshot Innovators ETF (MOON) in Q2 2021, closing a stake of 1,200 shares — an estimated $49.3K sold.

Steward Partners Investment Advisory first reported a position in MOON in Q1 2021 and held it in 1 quarter. The position peaked at $49.3K in Q1 2021. 51 funds tracked by Wall St. Rank hold MOON as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Direxion Moonshot Innovators ETF position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,200 Direxion Moonshot Innovators ETF shares in Q2 2021, an estimated $49.3K.
  • Steward Partners Investment Advisory first reported a position in Direxion Moonshot Innovators ETF in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Direxion Moonshot Innovators ETF position peaked at $49.3K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.