Creative Planning
QQQE icon

Creative Planning’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Creative Planning’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 		$4.93M Buy
40,373
+575
+1% +$64.9K ﹤0.01% 1421
2026
Q1 		$3.92M Sell
39,798
-5,588
-12% -$573K ﹤0.01% 1377
2025
Q4 		$4.64M Sell
45,386
-4,116
-8% -$421K ﹤0.01% 1061
2025
Q3 		$5.03M Buy
49,502
+5,998
+14% +$594K ﹤0.01% 885
2025
Q2 		$4.28M Sell
43,504
-5,973
-12% -$541K ﹤0.01% 835
2025
Q1 		$4.31M Buy
49,477
+635
+1% +$58.5K ﹤0.01% 768
2024
Q4 		$4.38M Sell
48,842
-7,368
-13% -$680K ﹤0.01% 711
2024
Q3 		$5.07M Sell
56,210
-5,366
-9% -$473K 0.01% 633
2024
Q2 		$5.46M Sell
61,576
-3,280
-5% -$286K 0.01% 585
2024
Q1 		$5.79M Buy
64,856
+15,469
+31% +$1.34M 0.01% 561
2023
Q4 		$4.18M Buy
49,387
+18,826
+62% +$1.46M 0.01% 618
2023
Q3 		$2.29M Buy
+30,561
New +$2.37M ﹤0.01% 802
2017
Q3 		– Sell
-400
Closed -$16K – 3288
2017
Q2 		$16K Hold
400
– – ﹤0.01% 3331
2017
Q1 		$15K Sell
400
-32
-7% -$1.19K ﹤0.01% 3339
2016
Q4 		$15K Buy
432
+32
+8% +$1.09K ﹤0.01% 3276
2016
Q3 		$14K Hold
400
– – ﹤0.01% 3280
2016
Q2 		$12K Hold
400
– – ﹤0.01% 3135
2016
Q1 		$13K Buy
+400
New +$12K ﹤0.01% 3055

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's QQQE Position: Q2 2026 in Review

Creative Planning increased its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 1.4% in Q2 2026, buying an estimated $64.9K and bringing the position to 40,373 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Creative Planning first reported a position in QQQE in Q1 2016 and has held it in 18 quarters since. The position peaked at $5.79M in Q1 2024. 217 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Creative Planning held 40,373 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $4.93M as of Q2 2026.
  • Creative Planning bought 575 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $64.9K.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1421 holding.
  • Creative Planning first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2016 and has held it in 18 quarters since.
  • Creative Planning's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $5.79M in Q1 2024.
  • 217 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.