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

Baystate 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
2023 Q4	$112K	Buy	+1,320	New	+$102K	0.01%	260

Other funds holding QQQE

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

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

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

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

ESL

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

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

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

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Baystate Wealth Management's QQQE Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2023: 1,320 shares worth $112K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings.

180 funds tracked by Wall St. Rank hold QQQE as of Q4 2023.

Baystate Wealth Management held 1,320 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $112K as of Q4 2023.
Direxion NASDAQ-100 Equal Weighted Index ETF was a new Baystate Wealth Management position in Q4 2023.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #260 holding.
180 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.