WFG Advisors’s Direxion Daily Energy Bull 2X ETF ERX Stock Holding History

WFG Advisors’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
2017 Q2	$2K	Hold	9	–	–	﹤0.01%	1413
2017 Q1	$3K	Hold	9	–	–	﹤0.01%	1278
2016 Q4	$3K	Hold	9	–	–	﹤0.01%	1347
2016 Q3	$3K	Hold	9	–	–	﹤0.01%	1342
2016 Q2	$3K	Hold	9	–	–	﹤0.01%	1315
2016 Q1	$2K	Hold	9	–	–	﹤0.01%	1334
2015 Q4	$2K	Hold	9	–	–	﹤0.01%	1360
2015 Q3	$2K	Hold	9	–	–	﹤0.01%	1401
2015 Q2	$4K	Hold	9	–	–	﹤0.01%	1381
2015 Q1	$5K	Sell	9 -135	-94%	-$74.6K	﹤0.01%	1357
2014 Q4	$87K	Buy	+144	New	+$104K	0.02%	677

Other funds holding ERX

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return

TRCT

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WFG Advisors's ERX Position: Q2 2017 in Review

WFG Advisors held its Direxion Daily Energy Bull 2X ETF (ERX) position steady in Q2 2017 at 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

WFG Advisors first reported a position in ERX in Q4 2014 and has held it in 11 quarters since. The position peaked at $87K in Q4 2014. 30 funds tracked by Wall St. Rank hold ERX as of Q2 2017.

WFG Advisors held 9 shares of Direxion Daily Energy Bull 2X ETF worth $2K as of Q2 2017.
WFG Advisors left its Direxion Daily Energy Bull 2X ETF share count unchanged in Q2 2017.
Direxion Daily Energy Bull 2X ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1413 holding.
WFG Advisors first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2014 and has held it in 11 quarters since.
WFG Advisors's Direxion Daily Energy Bull 2X ETF position peaked at $87K in Q4 2014.
30 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.