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Direxion Daily Robotics Artificial Intelligence & Automation Index Bull shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Direxion Daily Robotics Artificial Intelligence & Automation Index Bull (UBOT) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull

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All positions including Direxion Daily Robotics Artificial Intelligence & Automation Index Bull held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Direxion Daily Robotics Artificial Intelligence & Automation Index Bull by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 1.2k 24.47
2025-06-30 $26k 1.2k 21.31
2024-12-31 $20k 918 21.79
2024-09-30 $21k 911 23.05
2024-06-30 $20k 908 22.03
2024-03-31 $23k 908 25.33
2023-12-31 $19k 902 21.06
2023-09-30 $14k 902 15.52