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

B. Riley 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
2022
Q1 		– Sell
-3,848
Closed -$328K – 681
2021
Q4 		$328K Buy
+3,848
New +$331K 0.02% 450

Other funds holding QQQE

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
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
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Management's QQQE Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2022, closing a stake of 3,848 shares — an estimated $328K sold.

B. Riley Wealth Management first reported a position in QQQE in Q4 2021 and held it in 1 quarter. The position peaked at $328K in Q4 2021. 105 funds tracked by Wall St. Rank hold QQQE as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,848 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2022, an estimated $328K.
  • B. Riley Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2021 and held it in 1 quarter.
  • B. Riley Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $328K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.