Cerity Partners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Cerity Partners’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	$4.77M	Sell	39,102 -4,450	-10%	-$502K	0.01%	1125
2026 Q1	$4.29M	Buy	43,552 +39,951	+1,109%	+$4.1M	0.01%	1085
2025 Q4	$368K	Hold	3,601	–	–	﹤0.01%	2282
2025 Q3	$366K	Hold	3,601	–	–	﹤0.01%	2154
2025 Q2	$354K	Hold	3,601	–	–	﹤0.01%	2059
2025 Q1	$314K	Buy	3,601 +104	+3%	+$9.58K	﹤0.01%	1997
2024 Q4	$314K	Hold	3,497	–	–	﹤0.01%	2009
2024 Q3	$315K	Hold	3,497	–	–	﹤0.01%	2017
2024 Q2	$310K	Hold	3,497	–	–	﹤0.01%	1799
2024 Q1	$312K	Hold	3,497	–	–	﹤0.01%	1844
2023 Q4	$296K	Hold	3,497	–	–	﹤0.01%	1522
2023 Q3	$261K	Buy	+3,497	New	+$271K	﹤0.01%	1193

Other funds holding QQQE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners's QQQE Position: Q2 2026 in Review

Cerity Partners reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 10% in Q2 2026, selling an estimated $502K and leaving 39,102 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #1125.

Cerity Partners first reported a position in QQQE in Q3 2023 and has held it in 12 quarters since. 206 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

Cerity Partners held 39,102 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $4.77M as of Q2 2026.
Cerity Partners sold 4,450 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $502K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1125 holding.
Cerity Partners first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2023 and has held it in 12 quarters since.
206 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.