Freedom Investment Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Freedom Investment Management’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
2024 Q2	–	Sell	-6,032	Closed	-$538K	–	849
2024 Q1	$538K	Buy	6,032 +228	+4%	+$19.8K	0.04%	416
2023 Q4	$491K	Buy	+5,804	New	+$449K	0.04%	438
2023 Q2	–	Sell	-2,785	Closed	-$202K	–	752
2023 Q1	$202K	Buy	+2,785	New	+$192K	0.02%	657

Other funds holding QQQE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's QQQE Position: Q2 2024 in Review

Freedom Investment Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2024, closing a stake of 6,032 shares — an estimated $538K sold.

Freedom Investment Management first reported a position in QQQE in Q1 2023 and held it in 3 quarters. The position peaked at $538K in Q1 2024. 204 funds tracked by Wall St. Rank hold QQQE as of Q2 2024.

Freedom Investment Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2024 after selling out during the quarter.
Freedom Investment Management sold 6,032 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2024, an estimated $538K.
Freedom Investment Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2023 and held it in 3 quarters.
Freedom Investment Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $538K in Q1 2024.
204 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.