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

Cherry Tree 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
2025
Q2 		– Sell
-16
Closed -$1.4K – 721
2025
Q1 		$1.4K Buy
+16
New +$1.47K ﹤0.01% 658

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cherry Tree Wealth Management's QQQE Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2025, closing a stake of 16 shares — an estimated $1.4K sold.

Cherry Tree Wealth Management first reported a position in QQQE in Q1 2025 and held it in 1 quarter. The position peaked at $1.4K in Q1 2025. 208 funds tracked by Wall St. Rank hold QQQE as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 16 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2025, an estimated $1.4K.
  • Cherry Tree Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.4K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.