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Avantax Planning Partners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Avantax Planning 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
2024
Q3 		– Sell
-2,382
Closed -$211K – 476
2024
Q2 		$211K Hold
2,382
– – 0.01% 437
2024
Q1 		$212K Buy
2,382
+9
+0.4% +$780 0.01% 436
2023
Q4 		$201K Buy
+2,373
New +$184K 0.01% 362

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Planning Partners's QQQE Position: Q3 2024 in Review

Avantax Planning Partners sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2024, closing a stake of 2,382 shares — an estimated $211K sold.

Avantax Planning Partners first reported a position in QQQE in Q4 2023 and held it in 3 quarters. The position peaked at $212K in Q1 2024. 217 funds tracked by Wall St. Rank hold QQQE as of Q3 2024.

  • Avantax Planning Partners reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 2,382 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2024, an estimated $211K.
  • Avantax Planning Partners first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2023 and held it in 3 quarters.
  • Avantax Planning Partners's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $212K in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.