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J. M. Brown & Associates Inc.’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

J. M. Brown & Associates Inc.’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 		$1.26M Buy
+16,533
New +$1.47M 0.72% 33

Other funds holding ERX

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

J. M. Brown & Associates Inc.'s ERX Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Direxion Daily Energy Bull 2X ETF (ERX) in Q2 2026: 16,533 shares worth $1.26M. The stake represents 0.72% of the portfolio and ranks #33 among its holdings.

9 funds tracked by Wall St. Rank hold ERX as of Q2 2026.

  • J. M. Brown & Associates Inc. held 16,533 shares of Direxion Daily Energy Bull 2X ETF worth $1.26M as of Q2 2026.
  • Direxion Daily Energy Bull 2X ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Direxion Daily Energy Bull 2X ETF made up 0.72% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #33 holding.
  • 9 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.