AJ Wealth Strategies’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$269K	Sell	3,497 -1,051	-23%	-$76.4K	0.01%	253
2023 Q1	$330K	Hold	4,548	–	–	0.02%	221
2022 Q4	$290K	Hold	4,548	–	–	0.02%	238
2022 Q3	$274K	Hold	4,548	–	–	0.02%	248
2022 Q2	$286K	Hold	4,548	–	–	0.02%	242
2022 Q1	$352K	Hold	4,548	–	–	0.02%	237
2021 Q4	$388K	Hold	4,548	–	–	0.02%	220
2021 Q3	$377K	Hold	4,548	–	–	0.02%	216
2021 Q2	$380K	Hold	4,548	–	–	0.02%	205
2021 Q1	$350K	Hold	4,548	–	–	0.02%	196
2020 Q4	$342K	Hold	4,548	–	–	0.03%	181
2020 Q3	$293K	Hold	4,548	–	–	0.03%	167
2020 Q2	$271K	Hold	4,548	–	–	0.03%	164
2020 Q1	$211K	Hold	4,548	–	–	0.03%	157
2019 Q4	$250K	Hold	4,548	–	–	0.03%	106
2019 Q3	$225K	Hold	4,548	–	–	0.03%	104
2019 Q2	$226K	Hold	4,548	–	–	0.03%	90
2019 Q1	$218K	Buy	+4,548	New	+$208K	0.04%	96
2018 Q4	–	Sell	-4,548	Closed	-$215K	–	107
2018 Q3	$215K	Hold	4,548	–	–	0.04%	96
2018 Q2	$205K	Hold	4,548	–	–	0.04%	92
2018 Q1	$200K	Buy	+4,548	New	+$205K	0.05%	83

Other funds holding QQQE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RFG

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

AJ Wealth Strategies's QQQE Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 23% in Q2 2023, selling an estimated $76.4K and leaving 3,497 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #253.

AJ Wealth Strategies first reported a position in QQQE in Q1 2018 and has held it in 21 quarters since. The position peaked at $388K in Q4 2021. 131 funds tracked by Wall St. Rank hold QQQE as of Q2 2023.

AJ Wealth Strategies held 3,497 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $269K as of Q2 2023.
AJ Wealth Strategies sold 1,051 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2023, an estimated $76.4K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #253 holding.
AJ Wealth Strategies first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2018 and has held it in 21 quarters since.
AJ Wealth Strategies's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $388K in Q4 2021.
131 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.