Arax Advisory Partners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Arax Advisory Partners’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
2020 Q4	$73K	Sell	969 -845	-47%	-$58.8K	0.01%	344
2020 Q3	$117K	Sell	1,814 -2,200	-55%	-$139K	0.02%	250
2020 Q2	$239K	Buy	4,014 +6	+0.1%	+$326	0.04%	150
2020 Q1	$186K	Buy	+4,008	New	+$213K	0.04%	160

Other funds holding QQQE

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arax Advisory Partners's QQQE Position: Q4 2020 in Review

Arax Advisory Partners reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 47% in Q4 2020, selling an estimated $58.8K and leaving 969 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #344.

Arax Advisory Partners first reported a position in QQQE in Q1 2020 and has held it in 4 quarters since. The position peaked at $239K in Q2 2020. 75 funds tracked by Wall St. Rank hold QQQE as of Q4 2020.

Arax Advisory Partners held 969 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $73K as of Q4 2020.
Arax Advisory Partners sold 845 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2020, an estimated $58.8K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of Arax Advisory Partners's portfolio in Q4 2020, its #344 holding.
Arax Advisory Partners first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2020 and has held it in 4 quarters since.
Arax Advisory Partners's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $239K in Q2 2020.
75 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2020.

Based on Arax Advisory Partners's 13F filing for Q4 2020, filed 3 Feb 2021.