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Atria Wealth Solutions’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,819
Closed -$595K – 1812
2025
Q1 		$595K Sell
6,819
-201
-3% -$18.5K 0.01% 1119
2024
Q4 		$630K Buy
7,020
+505
+8% +$46.6K 0.01% 1143
2024
Q3 		$588K Sell
6,515
-129
-2% -$11.4K 0.01% 1160
2024
Q2 		$590K Buy
6,644
+909
+16% +$79.2K 0.01% 1156
2024
Q1 		$512K Buy
5,735
+2,509
+78% +$218K 0.01% 1250
2023
Q4 		$273K Sell
3,226
-237
-7% -$18.3K ﹤0.01% 1562
2023
Q3 		$259K Hold
3,463
– – ﹤0.01% 1515
2023
Q2 		$267K Sell
3,463
-10,799
-76% -$785K ﹤0.01% 1515
2023
Q1 		$1.03M Buy
14,262
+10,799
+312% +$746K 0.02% 785
2022
Q4 		$221K Sell
3,463
-637
-16% -$41K ﹤0.01% 1548
2022
Q3 		$247K Sell
4,100
-300
-7% -$20.1K ﹤0.01% 1429
2022
Q2 		$277K Sell
4,400
-811
-16% -$55.5K 0.01% 1255
2022
Q1 		$403K Buy
+5,211
New +$398K 0.01% 1181

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $653M AUM 11.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Atria Wealth Solutions's QQQE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2025, closing a stake of 6,819 shares — an estimated $595K sold.

Atria Wealth Solutions first reported a position in QQQE in Q1 2022 and held it in 13 quarters. The position peaked at $1.03M in Q1 2023. 208 funds tracked by Wall St. Rank hold QQQE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,819 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2025, an estimated $595K.
  • Atria Wealth Solutions first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.03M in Q1 2023.
  • 208 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.