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CPR Investments’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

CPR Investments’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
Q2 		– Sell
-3,376
Closed -$245K – 49
2023
Q1 		$245K Buy
+3,376
New +$233K 0.24% 28

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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 $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

CPR Investments's QQQE Position: Q2 2023 in Review

CPR Investments sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2023, closing a stake of 3,376 shares — an estimated $245K sold.

CPR Investments first reported a position in QQQE in Q1 2023 and held it in 1 quarter. The position peaked at $245K in Q1 2023. 131 funds tracked by Wall St. Rank hold QQQE as of Q2 2023.

  • CPR Investments reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2023 after selling out during the quarter.
  • CPR Investments sold 3,376 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2023, an estimated $245K.
  • CPR Investments first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2023 and held it in 1 quarter.
  • CPR Investments's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $245K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2023.

Based on CPR Investments's 13F filing for Q2 2023, filed 21 Jul 2023.