Berkshire Money Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Berkshire Money 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	$5.19M	Sell	52,644 -2,724	-5%	-$279K	0.53%	28
2025 Q4	$5.66M	Sell	55,368 -945	-2%	-$96.8K	0.54%	23
2025 Q3	$5.72M	Sell	56,313 -278	-0.5%	-$27.5K	0.59%	23
2025 Q2	$5.56M	Sell	56,591 -21,856	-28%	-$1.98M	0.59%	21
2025 Q1	$6.84M	Sell	78,447 -22,575	-22%	-$2.08M	0.77%	19
2024 Q4	$9.07M	Sell	101,022 -688	-0.7%	-$63.5K	0.99%	18
2024 Q3	$9.17M	Sell	101,710 -698,966	-87%	-$61.6M	1.05%	16
2024 Q2	$71.1M	Buy	800,676 +19,819	+3%	+$1.73M	8.63%	2
2024 Q1	$69.7M	Buy	780,857 +18,298	+2%	+$1.59M	8.41%	3
2023 Q4	$64.5M	Buy	762,559 +41,661	+6%	+$3.22M	8.59%	4
2023 Q3	$53.9M	Buy	720,898 +302,018	+72%	+$23.4M	8.16%	5
2023 Q2	$32.2M	Buy	418,880 +274,210	+190%	+$19.9M	4.66%	8
2023 Q1	$10.5M	Buy	+144,670	New	+$9.99M	1.59%	17

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

Berkshire Money Management's QQQE Position: Q1 2026 in Review

Berkshire Money Management reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 4.9% in Q1 2026, selling an estimated $279K and leaving 52,644 shares worth $5.19M. The position accounts for 0.53% of the portfolio, ranked #28.

Berkshire Money Management first reported a position in QQQE in Q1 2023 and has held it in 13 quarters since. The position peaked at $71.1M in Q2 2024. 196 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

Berkshire Money Management held 52,644 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $5.19M as of Q1 2026.
Berkshire Money Management sold 2,724 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2026, an estimated $279K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.53% of Berkshire Money Management's portfolio in Q1 2026, its #28 holding.
Berkshire Money Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2023 and has held it in 13 quarters since.
Berkshire Money Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $71.1M in Q2 2024.
196 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.