B&D White Capital Company’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

B&D White Capital Company’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
2026 Q1	–	Sell	-4,202	Closed	-$430K	–	82
2025 Q4	$430K	Sell	4,202 -19,173	-82%	-$1.96M	0.05%	64
2025 Q3	$2.38M	Buy	23,375 +604	+3%	+$59.8K	0.3%	47
2025 Q2	$2.24M	Sell	22,771 -209,973	-90%	-$19M	0.34%	46
2025 Q1	$20.3M	Buy	+232,744	New	+$21.4M	2.99%	8

Other funds holding QQQE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B&D White Capital Company's QQQE Position: Q1 2026 in Review

B&D White Capital Company sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2026, closing a stake of 4,202 shares — an estimated $430K sold.

B&D White Capital Company first reported a position in QQQE in Q1 2025 and held it in 4 quarters. The position peaked at $20.3M in Q1 2025. 196 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

B&D White Capital Company reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2026 after selling out during the quarter.
B&D White Capital Company sold 4,202 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2026, an estimated $430K.
B&D White Capital Company first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2025 and held it in 4 quarters.
B&D White Capital Company's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $20.3M in Q1 2025.
196 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.