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

FormulaFolio 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
2019
Q4 		– Sell
-12,481
Closed -$617K – 383
2019
Q3 		$617K Buy
+12,481
New +$623K 0.02% 201

Other funds holding QQQE

EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FormulaFolio Investments's QQQE Position: Q4 2019 in Review

FormulaFolio Investments sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2019, closing a stake of 12,481 shares — an estimated $617K sold.

FormulaFolio Investments first reported a position in QQQE in Q3 2019 and held it in 1 quarter. The position peaked at $617K in Q3 2019. 63 funds tracked by Wall St. Rank hold QQQE as of Q4 2019.

  • FormulaFolio Investments reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 12,481 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2019, an estimated $617K.
  • FormulaFolio Investments first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2019 and held it in 1 quarter.
  • FormulaFolio Investments's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $617K in Q3 2019.
  • 63 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2019.

Based on FormulaFolio Investments's 13F filing for Q4 2019, filed 15 Jan 2020.