Evelyn Partners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Evelyn Partners’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	$1.2M	Buy	+9,800	New	+$1.11M	﹤0.01%	166

Other funds holding QQQE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evelyn Partners's QQQE Position: Q2 2026 in Review

Evelyn Partners opened a new position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2026: 9,800 shares worth $1.2M. The stake represents ﹤0.01% of the portfolio and ranks #166 among its holdings.

206 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

Evelyn Partners held 9,800 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $1.2M as of Q2 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF was a new Evelyn Partners position in Q2 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #166 holding.
206 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.