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

Axxcess 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
2025
Q2 		– Sell
-2,372
Closed -$207K – 920
2025
Q1 		$207K Sell
2,372
-76
-3% -$7K 0.01% 805
2024
Q4 		$220K Sell
2,448
-28
-1% -$2.58K 0.01% 791
2024
Q3 		$223K Buy
+2,476
New +$218K 0.01% 809
2024
Q1 		– Sell
-252,160
Closed -$21.3M – 916
2023
Q4 		$21.3M Sell
252,160
-4,743
-2% -$367K 0.64% 30
2023
Q3 		$19.2M Sell
256,903
-14,397
-5% -$1.11M 0.65% 32
2023
Q2 		$20.9M Buy
271,300
+8,204
+3% +$596K 1.51% 9
2023
Q1 		$19.1M Buy
263,096
+5,441
+2% +$376K 1.5% 9
2022
Q4 		$16.4M Buy
+257,655
New +$16.6M 1.36% 11

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $761B 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 $431B 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 $376B 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 $152B AUM 31.61% 1-Year Est. Return