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

Beaird Harris 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 Q2	$76.1K	Hold	624	–	–	﹤0.01%	228
2026 Q1	$61.5K	Hold	624	–	–	﹤0.01%	224
2025 Q4	$63.8K	Hold	624	–	–	﹤0.01%	230
2025 Q3	$63.4K	Hold	624	–	–	﹤0.01%	219
2025 Q2	$61.3K	Hold	624	–	–	﹤0.01%	230
2025 Q1	$54.4K	Hold	624	–	–	﹤0.01%	214
2024 Q4	$56K	Hold	624	–	–	﹤0.01%	217
2024 Q3	$56.3K	Hold	624	–	–	﹤0.01%	223
2024 Q2	$55.4K	Buy	+624	New	+$54.3K	0.01%	213

Other funds holding QQQE

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return