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

BCS 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
2026
Q1 		– Sell
-4,042
Closed -$413K – 326
2025
Q4 		$413K Buy
4,042
+2,021
+100% +$207K 0.04% 246
2025
Q3 		$205K Buy
+2,021
New +$200K 0.05% 240
2025
Q1 		– Sell
-2,692
Closed -$242K – 258
2024
Q4 		$242K Sell
2,692
-576
-18% -$53.1K 0.06% 221
2024
Q3 		$295K Sell
3,268
-221
-6% -$19.5K 0.13% 130
2024
Q2 		$310K Sell
3,489
-59
-2% -$5.14K 0.15% 123
2024
Q1 		$317K Hold
3,548
– – 0.1% 183
2023
Q4 		$300K Hold
3,548
– – 0.11% 168
2023
Q3 		$265K Sell
3,548
-429
-11% -$33.2K 0.11% 163
2023
Q2 		$306K Buy
+3,977
New +$289K 0.22% 85
2023
Q1 		– Sell
-3,977
Closed -$254K – 189
2022
Q4 		$254K Sell
3,977
-92
-2% -$5.92K 0.11% 159
2022
Q3 		$245K Hold
4,069
– – 0.12% 150
2022
Q2 		$256K Buy
4,069
+81
+2% +$5.54K 0.11% 148
2022
Q1 		$309K Buy
3,988
+21
+0.5% +$1.61K 0.13% 146
2021
Q4 		$338K Sell
3,967
-26
-0.7% -$2.24K 0.12% 146
2021
Q3 		$331K Hold
3,993
– – 0.14% 129
2021
Q2 		$334K Sell
3,993
-1,199
-23% -$95.6K 0.18% 106
2021
Q1 		$399K Sell
5,192
-365
-7% -$28K 0.19% 95
2020
Q4 		$418K Hold
5,557
– – 0.22% 83
2020
Q3 		$358K Sell
5,557
-449
-7% -$28.4K 0.2% 89
2020
Q2 		$357K Sell
6,006
-184
-3% -$9.99K 0.21% 88
2020
Q1 		$288K Hold
6,190
– – 0.2% 86
2019
Q4 		$340K Buy
+6,190
New +$322K 0.23% 77

Other funds holding QQQE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCS Wealth Management's QQQE Position: Q1 2026 in Review

BCS Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2026, closing a stake of 4,042 shares — an estimated $413K sold.

BCS Wealth Management first reported a position in QQQE in Q4 2019 and held it in 22 quarters. The position peaked at $418K in Q4 2020. 198 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

  • BCS Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 4,042 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2026, an estimated $413K.
  • BCS Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2019 and held it in 22 quarters.
  • BCS Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $418K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.