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Atticus Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Atticus Wealth 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
2020
Q2 		– Sell
-59
Closed -$3K – 314
2020
Q1 		$3K Sell
59
-222
-79% -$11.8K ﹤0.01% 267
2019
Q4 		$15K Buy
+281
New +$14.6K 0.01% 235

Other funds holding QQQE

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Atticus Wealth Management's QQQE Position: Q2 2020 in Review

Atticus Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2020, closing a stake of 59 shares — an estimated $3K sold.

Atticus Wealth Management first reported a position in QQQE in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 62 funds tracked by Wall St. Rank hold QQQE as of Q2 2020.

  • Atticus Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 59 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2020, an estimated $3K.
  • Atticus Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2019 and held it in 2 quarters.
  • Atticus Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $15K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2020.

Based on Atticus Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.