Harbor Asset Planning’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Harbor Asset Planning’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 Q1	$62.4K	Buy	633 +1	+0.2%	+$103	0.05%	186
2025 Q4	$64.7K	Buy	632 +1	+0.2%	+$102	0.06%	173
2025 Q3	$64.1K	Buy	631 +2	+0.3%	+$198	0.06%	166
2025 Q2	$61.9K	Buy	+629	New	+$57K	0.06%	164

Other funds holding QQQE

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

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

Harbor Asset Planning's QQQE Position: Q1 2026 in Review

Harbor Asset Planning increased its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 0.16% in Q1 2026, buying an estimated $103 and bringing the position to 633 shares worth $62.4K. The position accounts for 0.05% of the portfolio, ranked #186.

Harbor Asset Planning first reported a position in QQQE in Q2 2025 and has held it in 4 quarters since. The position peaked at $64.7K in Q4 2025. 196 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

Harbor Asset Planning held 633 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $62.4K as of Q1 2026.
Harbor Asset Planning bought 1 Direxion NASDAQ-100 Equal Weighted Index ETF share in Q1 2026, an estimated $103.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.05% of Harbor Asset Planning's portfolio in Q1 2026, its #186 holding.
Harbor Asset Planning first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2025 and has held it in 4 quarters since.
Harbor Asset Planning's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $64.7K in Q4 2025.
196 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.