FIA
QQQE icon

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

Foundations 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
2023
Q4 		– Sell
-2,907
Closed -$217K – 716
2023
Q3 		$217K Buy
2,907
+4
+0.1% +$310 0.01% 593
2023
Q2 		$223K Buy
2,903
+5
+0.2% +$363 0.01% 524
2023
Q1 		$210K Buy
+2,898
New +$200K 0.01% 473

Other funds holding QQQE

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Foundations Investment Advisors's QQQE Position: Q4 2023 in Review

Foundations Investment Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2023, closing a stake of 2,907 shares — an estimated $217K sold.

Foundations Investment Advisors first reported a position in QQQE in Q1 2023 and held it in 3 quarters. The position peaked at $223K in Q2 2023. 180 funds tracked by Wall St. Rank hold QQQE as of Q4 2023.

  • Foundations Investment Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,907 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2023, an estimated $217K.
  • Foundations Investment Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2023 and held it in 3 quarters.
  • Foundations Investment Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $223K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.