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
Q3 | $105K | Buy |
1,042
+5
| +0.5% | +$491 | 0.01% | 290 |
|
|
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
Toth Financial Advisory's ERX Position: Q3 2026 in Review
Toth Financial Advisory increased its Direxion Daily Energy Bull 2X ETF (ERX) stake by 0.48% in Q3 2026, buying an estimated $491 and bringing the position to 1,042 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #290.
Toth Financial Advisory first reported a position in ERX in Q3 2017 and has held it in 34 quarters since. The position peaked at $3.57M in Q4 2021. 14 funds tracked by Wall St. Rank hold ERX as of Q3 2026.
- Toth Financial Advisory held 1,042 shares of Direxion Daily Energy Bull 2X ETF worth $105K as of Q3 2026.
- Toth Financial Advisory bought 5 Direxion Daily Energy Bull 2X ETF shares in Q3 2026, an estimated $491.
- Direxion Daily Energy Bull 2X ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #290 holding.
- Toth Financial Advisory first reported a position in Direxion Daily Energy Bull 2X ETF in Q3 2017 and has held it in 34 quarters since.
- Toth Financial Advisory's Direxion Daily Energy Bull 2X ETF position peaked at $3.57M in Q4 2021.
- 14 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q3 2026.
Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.