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Dana Investment Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Dana Investment Advisors’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
Q3 		– Sell
-2,879
Closed -$283K – 572
2025
Q2 		$283K Sell
2,879
-2,023
-41% -$183K 0.01% 502
2025
Q1 		$427K Sell
4,902
-2,492
-34% -$230K 0.02% 466
2024
Q4 		$664K Buy
7,394
+112
+2% +$10.3K 0.02% 433
2024
Q3 		$657K Sell
7,282
-745
-9% -$65.7K 0.02% 423
2024
Q2 		$712K Sell
8,027
-1,259
-14% -$110K 0.02% 407
2024
Q1 		$828K Sell
9,286
-470
-5% -$40.8K 0.03% 392
2023
Q4 		$826K Buy
+9,756
New +$755K 0.04% 272

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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Dana Investment Advisors's QQQE Position: Q3 2025 in Review

Dana Investment Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2025, closing a stake of 2,879 shares — an estimated $283K sold.

Dana Investment Advisors first reported a position in QQQE in Q4 2023 and held it in 7 quarters. The position peaked at $828K in Q1 2024. 193 funds tracked by Wall St. Rank hold QQQE as of Q3 2025.

  • Dana Investment Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 2,879 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2025, an estimated $283K.
  • Dana Investment Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2023 and held it in 7 quarters.
  • Dana Investment Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $828K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2025.

Based on Dana Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.