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Avantax Advisory Services’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Avantax Advisory Services’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 		$1.1M Buy
11,153
+100
+0.9% +$9.06K 0.01% 1111
2025
Q1 		$964K Buy
11,053
+1,877
+20% +$173K 0.01% 1107
2024
Q4 		$824K Sell
9,176
-10
-0.1% -$922 0.01% 1139
2024
Q3 		$829K Sell
9,186
-423
-4% -$37.3K 0.01% 1123
2024
Q2 		$853K Sell
9,609
-1,787
-16% -$156K 0.01% 1069
2024
Q1 		$1.02M Buy
11,396
+906
+9% +$78.6K 0.01% 739
2023
Q4 		$888K Sell
10,490
-135
-1% -$10.4K 0.01% 751
2023
Q3 		$794K Buy
10,625
+174
+2% +$13.5K 0.01% 766
2023
Q2 		$805K Sell
10,451
-230
-2% -$16.7K 0.01% 763
2023
Q1 		$775K Buy
10,681
+530
+5% +$36.6K 0.01% 749
2022
Q4 		$648K Buy
+10,151
New +$653K 0.01% 763
2020
Q4 		– Sell
-4,635
Closed -$299K – 1260
2020
Q3 		$299K Buy
+4,635
New +$293K ﹤0.01% 1021

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $594M AUM 8.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 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 $206B AUM 31.61% 1-Year Est. Return

Avantax Advisory Services's QQQE Position: Q2 2025 in Review

Avantax Advisory Services increased its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 0.9% in Q2 2025, buying an estimated $9.06K and bringing the position to 11,153 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1111.

Avantax Advisory Services first reported a position in QQQE in Q3 2020 and has held it in 12 quarters since. 208 funds tracked by Wall St. Rank hold QQQE as of Q2 2025.

  • Avantax Advisory Services held 11,153 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $1.1M as of Q2 2025.
  • Avantax Advisory Services bought 100 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2025, an estimated $9.06K.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1111 holding.
  • Avantax Advisory Services first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2020 and has held it in 12 quarters since.
  • 208 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.