AssetMark Inc
QQQE icon

AssetMark Inc’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

AssetMark Inc’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
Q3 		$102K Buy
849
+229
+37% +$27.5K ﹤0.01% 1649
2026
Q2 		$75.6K Hold
620
– – ﹤0.01% 1706
2026
Q1 		$61.1K Hold
620
– – ﹤0.01% 1688
2025
Q4 		$63.4K Buy
+620
New +$63.5K ﹤0.01% 1632

Other funds holding QQQE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
LeConte Wealth Management
LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Broussard Financial Group
Broussard Financial Group Kaplan, Louisiana $135M AUM 8.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

AssetMark Inc's QQQE Position: Q3 2026 in Review

AssetMark Inc increased its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 37% in Q3 2026, buying an estimated $27.5K and bringing the position to 849 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

AssetMark Inc first reported a position in QQQE in Q4 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold QQQE as of Q3 2026.

  • AssetMark Inc held 849 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $102K as of Q3 2026.
  • AssetMark Inc bought 229 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2026, an estimated $27.5K.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1649 holding.
  • AssetMark Inc first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.