Anchor Investment Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Anchor Investment 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
2026 Q1	$296	Hold	3	–	–	﹤0.01%	1047
2025 Q4	$307	Hold	3	–	–	﹤0.01%	1028
2025 Q3	$305	Hold	3	–	–	﹤0.01%	1044
2025 Q2	$295	Hold	3	–	–	﹤0.01%	1023
2025 Q1	$262	Hold	3	–	–	﹤0.01%	1019
2024 Q4	$269	Hold	3	–	–	﹤0.01%	1006
2024 Q3	$271	Hold	3	–	–	﹤0.01%	1030
2024 Q2	$266	Hold	3	–	–	﹤0.01%	980
2024 Q1	$268	Hold	3	–	–	﹤0.01%	1017
2023 Q4	$254	Hold	3	–	–	﹤0.01%	944
2023 Q3	$224	Hold	3	–	–	﹤0.01%	963
2023 Q2	$231	Hold	3	–	–	﹤0.01%	951
2023 Q1	$218	Hold	3	–	–	﹤0.01%	971
2022 Q4	$191	Hold	3	–	–	﹤0.01%	941
2022 Q3	$181	Sell	3 -13	-81%	-$873	﹤0.01%	966
2022 Q2	$1.01K	Hold	16	–	–	﹤0.01%	935
2022 Q1	$1.24K	Hold	16	–	–	﹤0.01%	949
2021 Q4	$1.36K	Hold	16	–	–	﹤0.01%	966
2021 Q3	$1.33K	Hold	16	–	–	﹤0.01%	893
2021 Q2	$1.34K	Hold	16	–	–	﹤0.01%	911
2021 Q1	$1.23K	Buy	16 +1	+7%	+$77	﹤0.01%	910
2020 Q4	$1.13K	Buy	15 +9	+150%	+$626	﹤0.01%	875
2020 Q3	$387	Buy	+6	New	+$379	﹤0.01%	876
2020 Q2	–	Sell	-22	Closed	-$1.02K	–	906
2020 Q1	$1.02K	Buy	+22	New	+$1.17K	﹤0.01%	813

Other funds holding QQQE

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Anchor Investment Management's QQQE Position: Q1 2026 in Review

Anchor Investment Management held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q1 2026 at 3 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Anchor Investment Management first reported a position in QQQE in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.36K in Q4 2021. 196 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

Anchor Investment Management held 3 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $296 as of Q1 2026.
Anchor Investment Management left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q1 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #1047 holding.
Anchor Investment Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2020 and has held it in 24 quarters since.
Anchor Investment Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.36K in Q4 2021.
196 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.