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Coury Firm Asset Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Coury Firm Asset 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
2023
Q3 		$1.66M Buy
+22,150
New +$1.72M 2.65% 9

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Coury Firm Asset Management's QQQE Position: Q3 2023 in Review

Coury Firm Asset Management opened a new position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2023: 22,150 shares worth $1.66M. The stake represents 2.65% of the portfolio and ranks #9 among its holdings.

152 funds tracked by Wall St. Rank hold QQQE as of Q3 2023.

  • Coury Firm Asset Management held 22,150 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $1.66M as of Q3 2023.
  • Direxion NASDAQ-100 Equal Weighted Index ETF was a new Coury Firm Asset Management position in Q3 2023.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 2.65% of Coury Firm Asset Management's portfolio in Q3 2023, its #9 holding.
  • 152 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.