9WM
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9258 Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

9258 Wealth Management’s Portfolio QQQE Stock Details QQQE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$993K Hold
11,004
– – 0.15% 122
2024
Q2 		$976K Buy
11,004
+294
+3% +$25.6K 0.15% 122
2024
Q1 		$955K Buy
+10,710
New +$929K 0.15% 128

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

9258 Wealth Management's QQQE Position: Q3 2024 in Review

9258 Wealth Management held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q3 2024 at 11,004 shares worth $993K. The position accounts for 0.15% of the portfolio, ranked #122.

9258 Wealth Management first reported a position in QQQE in Q1 2024 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold QQQE as of Q3 2024.

  • 9258 Wealth Management held 11,004 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $993K as of Q3 2024.
  • 9258 Wealth Management left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q3 2024.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.15% of 9258 Wealth Management's portfolio in Q3 2024, its #122 holding.
  • 9258 Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2024 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.