Summit Financial Wealth Advisors’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Buy
+15,715
New +$183K 0.03% 216

Other funds holding ERY

Summit Financial Wealth Advisors's ERY Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Direxion Daily Energy Bear 2X ETF (ERY) in Q2 2026: 15,715 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #216 among its holdings.

2 funds tracked by Wall St. Rank hold ERY as of Q2 2026.

  • Summit Financial Wealth Advisors held 15,715 shares of Direxion Daily Energy Bear 2X ETF worth $205K as of Q2 2026.
  • Direxion Daily Energy Bear 2X ETF was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Direxion Daily Energy Bear 2X ETF made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • 2 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.