UBS Group’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

UBS Group’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
2025 Q1	–	Sell	-500	Closed	-$27.9K	–	10343
2024 Q4	$27.9K	Hold	500	–	–	﹤0.01%	7661
2024 Q3	$29.7K	Hold	500	–	–	﹤0.01%	7135
2024 Q2	$32.5K	Buy	+500	New	+$34.1K	﹤0.01%	7010
2016 Q1	–	Sell	-10	Closed	-$2K	–	7768
2015 Q4	$2K	Hold	10	–	–	﹤0.01%	8003
2015 Q3	$3K	Hold	10	–	–	﹤0.01%	7931
2015 Q2	$5K	Hold	10	–	–	﹤0.01%	7861
2015 Q1	$5K	Sell	10 -20	-67%	-$11.1K	﹤0.01%	8095
2014 Q4	$18K	Buy	+30	New	+$21.7K	﹤0.01%	7791

Other funds holding ERX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

UBS Group's ERX Position: Q1 2026 in Review

UBS Group increased its Direxion Daily Energy Bull 2X ETF (ERX) stake by 2,129% in Q1 2026, buying an estimated $1.53M and bringing the position to 20,012 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #4950.

UBS Group first reported a position in ERX in Q4 2014 and has held it in 33 quarters since. The position peaked at $2.24M in Q1 2025. 35 funds tracked by Wall St. Rank hold ERX as of Q1 2026.

UBS Group held 20,012 shares of Direxion Daily Energy Bull 2X ETF worth $2.06M as of Q1 2026.
UBS Group bought 19,114 Direxion Daily Energy Bull 2X ETF shares in Q1 2026, an estimated $1.53M.
Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4950 holding.
UBS Group first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2014 and has held it in 33 quarters since.
UBS Group's Direxion Daily Energy Bull 2X ETF position peaked at $2.24M in Q1 2025.
35 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.