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CreativeOne Wealth’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

CreativeOne Wealth’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
Q4 		– Sell
-10,268
Closed -$1.04M – 1250
2025
Q3 		$1.04M Sell
10,268
-4,474
-30% -$443K 0.03% 533
2025
Q2 		$1.45M Buy
14,742
+9,881
+203% +$896K 0.04% 431
2025
Q1 		$424K Buy
4,861
+126
+3% +$11.6K 0.01% 736
2024
Q4 		$425K Sell
4,735
-212
-4% -$19.6K 0.01% 747
2024
Q3 		$446K Buy
+4,947
New +$436K 0.02% 666
2023
Q2 		– Sell
-15,260
Closed -$1.11M – 880
2023
Q1 		$1.11M Buy
15,260
+10,270
+206% +$709K 0.05% 287
2022
Q4 		$319K Buy
+4,990
New +$321K 0.02% 557

Other funds holding QQQE

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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 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 $377B AUM 19.32% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

CreativeOne Wealth's QQQE Position: Q4 2025 in Review

CreativeOne Wealth sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2025, closing a stake of 10,268 shares — an estimated $1.04M sold.

CreativeOne Wealth first reported a position in QQQE in Q4 2022 and held it in 7 quarters. The position peaked at $1.45M in Q2 2025. 199 funds tracked by Wall St. Rank hold QQQE as of Q4 2025.

  • CreativeOne Wealth reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 10,268 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2025, an estimated $1.04M.
  • CreativeOne Wealth first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2022 and held it in 7 quarters.
  • CreativeOne Wealth's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.45M in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.