ZIG
ERX icon

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

Zullo Investment 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
2023
Q1 		– Sell
-250
Closed -$16.6K – 311
2022
Q4 		$16.6K Hold
250
– – 0.01% 421
2022
Q3 		$12K Hold
250
– – 0.01% 458
2022
Q2 		$12K Hold
250
– – 0.01% 460
2022
Q1 		$14K Hold
250
– – 0.01% 475
2021
Q4 		$7K Buy
+250
New +$7.63K ﹤0.01% 598

Other funds holding ERX

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Zullo Investment Group's ERX Position: Q1 2023 in Review

Zullo Investment Group sold out of Direxion Daily Energy Bull 2X ETF (ERX) in Q1 2023, closing a stake of 250 shares — an estimated $16.6K sold.

Zullo Investment Group first reported a position in ERX in Q4 2021 and held it in 5 quarters. The position peaked at $16.6K in Q4 2022. 37 funds tracked by Wall St. Rank hold ERX as of Q1 2023.

  • Zullo Investment Group reported no remaining Direxion Daily Energy Bull 2X ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 250 Direxion Daily Energy Bull 2X ETF shares in Q1 2023, an estimated $16.6K.
  • Zullo Investment Group first reported a position in Direxion Daily Energy Bull 2X ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Direxion Daily Energy Bull 2X ETF position peaked at $16.6K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Direxion Daily Energy Bull 2X ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.