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Walled Lake Planning & Wealth Management’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q4 		– Sell
-511
Closed -$5K – 328
2020
Q3 		$5K Buy
511
+5
+1% +$66 ﹤0.01% 251
2020
Q2 		$8K Buy
+506
New +$7.64K 0.01% 213

Other funds holding ERX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ERX Position: Q4 2020 in Review

Walled Lake Planning & Wealth Management sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q4 2020, closing a stake of 511 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in ERX in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 32 funds tracked by Wall St. Rank hold ERX as of Q4 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q4 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 511 Direxion Daily Energy Bull 2X ETF shares in Q4 2020, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in Direxion Daily Energy Bull 2X ETF in Q2 2020 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Direxion Daily Energy Bull 2X ETF position peaked at $8K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q4 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2020, filed 19 Feb 2021.