TFA
ERY icon

Toth Financial Advisory’s Direxion Daily Energy Bear 2X ETF ERY Stock Holding History

Toth Financial Advisory’s Portfolio ERY Stock Details ERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$86 – 756
2025
Q1 		$86 Buy
+4
New +$91 ﹤0.01% 702

Other funds holding ERY

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return

Toth Financial Advisory's ERY Position: Q2 2025 in Review

Toth Financial Advisory sold out of Direxion Daily Energy Bear 2X ETF (ERY) in Q2 2025, closing a stake of 4 shares — an estimated $86 sold.

Toth Financial Advisory first reported a position in ERY in Q1 2025 and held it in 1 quarter. The position peaked at $86 in Q1 2025. 11 funds tracked by Wall St. Rank hold ERY as of Q2 2025.

  • Toth Financial Advisory reported no remaining Direxion Daily Energy Bear 2X ETF position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 4 Direxion Daily Energy Bear 2X ETF shares in Q2 2025, an estimated $86.
  • Toth Financial Advisory first reported a position in Direxion Daily Energy Bear 2X ETF in Q1 2025 and held it in 1 quarter.
  • Toth Financial Advisory's Direxion Daily Energy Bear 2X ETF position peaked at $86 in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Direxion Daily Energy Bear 2X ETF as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.