Toth Financial Advisory’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $79K | Hold |
1,037
| – | – | 0.01% | 326 |
|
|
2026
Q1 | $107K | Hold |
1,037
| – | – | 0.01% | 273 |
|
|
2025
Q4 | $57.9K | Hold |
1,037
| – | – | 0.01% | 332 |
|
|
2025
Q3 | $58.5K | Sell |
1,037
-601
| -37% | -$32.6K | 0.01% | 328 |
|
|
2025
Q2 | $84.1K | Sell |
1,638
-1,260
| -43% | -$62.9K | 0.01% | 260 |
|
|
2025
Q1 | $189K | Sell |
2,898
-1,827
| -39% | -$111K | 0.02% | 208 |
|
|
2024
Q4 | $263K | Sell |
4,725
-3,701
| -44% | -$233K | 0.03% | 192 |
|
|
2024
Q3 | $500K | Sell |
8,426
-2,235
| -21% | -$138K | 0.06% | 156 |
|
|
2024
Q2 | $694K | Sell |
10,661
-1,307
| -11% | -$89.2K | 0.09% | 140 |
|
|
2024
Q1 | $847K | Sell |
11,968
-4,872
| -29% | -$287K | 0.11% | 133 |
|
|
2023
Q4 | $953K | Sell |
16,840
-9,037
| -35% | -$534K | 0.13% | 117 |
|
|
2023
Q3 | $1.73M | Buy |
25,877
+16,994
| +191% | +$1.07M | 0.26% | 96 |
|
|
2023
Q2 | $486K | Sell |
8,883
-2,417
| -21% | -$135K | 0.07% | 147 |
|
|
2023
Q1 | $658K | Sell |
11,300
-1,334
| -11% | -$83.8K | 0.1% | 131 |
|
|
2022
Q4 | $841K | Buy |
12,634
+626
| +5% | +$41.5K | 0.14% | 116 |
|
|
2022
Q3 | $554K | Sell |
12,008
-9,855
| -45% | -$508K | 0.1% | 128 |
|
|
2022
Q2 | $1.03M | Sell |
21,863
-20,876
| -49% | -$1.26M | 0.18% | 105 |
|
|
2022
Q1 | $2.37M | Sell |
42,739
-77,770
| -65% | -$3.57M | 0.35% | 78 |
|
|
2021
Q4 | $3.57M | Buy |
120,509
+8,243
| +7% | +$252K | 0.49% | 69 |
|
|
2021
Q3 | $2.94M | Buy |
112,266
+22,615
| +25% | +$535K | 0.45% | 71 |
|
|
2021
Q2 | $2.53M | Buy |
89,651
+4,880
| +6% | +$129K | 0.39% | 79 |
|
|
2021
Q1 | $2M | Buy |
84,771
+28,720
| +51% | +$606K | 0.32% | 81 |
|
|
2020
Q4 | $804K | Buy |
+56,051
| New | +$680K | 0.14% | 118 |
|
|
2020
Q1 | – | Sell |
-37
| Closed | -$6K | – | 472 |
|
|
2019
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 345 |
|
|
2019
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 349 |
|
|
2019
Q2 | $7K | Hold |
37
| – | – | ﹤0.01% | 339 |
|
|
2019
Q1 | $8K | Sell |
37
-262
| -88% | -$54.9K | ﹤0.01% | 314 |
|
|
2018
Q4 | $45K | Sell |
299
-4,124
| -93% | -$1.05M | 0.01% | 192 |
|
|
2018
Q3 | $1.65M | Hold |
4,423
| – | – | 0.37% | 74 |
|
|
2018
Q2 | $1.69M | Buy |
4,423
+241
| +6% | +$87.3K | 0.4% | 73 |
|
|
2018
Q1 | $1.15M | Buy |
4,182
+1,387
| +50% | +$451K | 0.28% | 82 |
|
|
2017
Q4 | $976K | Buy |
2,795
+290
| +12% | +$87.9K | 0.23% | 92 |
|
|
2017
Q3 | $751K | Buy |
+2,505
| New | +$631K | 0.19% | 102 |
|
Other funds holding ERX
FFA
SRCM
SWM
IA
Toth Financial Advisory's ERX Position: Q2 2026 in Review
Toth Financial Advisory held its Direxion Daily Energy Bull 2X ETF (ERX) position steady in Q2 2026 at 1,037 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #326.
Toth Financial Advisory first reported a position in ERX in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.57M in Q4 2021. 5 funds tracked by Wall St. Rank hold ERX as of Q2 2026.
- Toth Financial Advisory held 1,037 shares of Direxion Daily Energy Bull 2X ETF worth $79K as of Q2 2026.
- Toth Financial Advisory left its Direxion Daily Energy Bull 2X ETF share count unchanged in Q2 2026.
- Direxion Daily Energy Bull 2X ETF made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #326 holding.
- Toth Financial Advisory first reported a position in Direxion Daily Energy Bull 2X ETF in Q3 2017 and has held it in 33 quarters since.
- Toth Financial Advisory's Direxion Daily Energy Bull 2X ETF position peaked at $3.57M in Q4 2021.
- 5 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.