HB Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

HB Wealth 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
2026 Q2	$1.35M	Hold	11,033	–	–	0.01%	619
2026 Q1	$1.09M	Hold	11,033	–	–	0.01%	629
2025 Q4	$1.13M	Sell	11,033 -5,117	-32%	-$524K	0.01%	585
2025 Q3	$1.64M	Sell	16,150 -290	-2%	-$28.7K	0.01%	464
2025 Q2	$1.62M	Hold	16,440	–	–	0.01%	421
2025 Q1	$1.43M	Sell	16,440 -62	-0.4%	-$5.71K	0.01%	454
2024 Q4	$1.48M	Sell	16,502 -33	-0.2%	-$3.04K	0.02%	345
2024 Q3	$1.49M	Sell	16,535 -1,493	-8%	-$132K	0.02%	319
2024 Q2	$1.6M	Buy	18,028 +518	+3%	+$45.1K	0.02%	295
2024 Q1	$1.56M	Sell	17,510 -3,799	-18%	-$329K	0.02%	287
2023 Q4	$1.8M	Sell	21,309 -1,010	-5%	-$78.2K	0.03%	240
2023 Q3	$1.67M	Sell	22,319 -780	-3%	-$60.4K	0.03%	232
2023 Q2	$1.78M	Sell	23,099 -1,391	-6%	-$101K	0.03%	221
2023 Q1	$1.78M	Sell	24,490 -433	-2%	-$29.9K	0.03%	207
2022 Q4	$1.59M	Sell	24,923 -503	-2%	-$32.3K	0.03%	228
2022 Q3	$1.53M	Sell	25,426 -1,374	-5%	-$92.2K	0.03%	205
2022 Q2	$1.69M	Sell	26,800 -1,344	-5%	-$92K	0.03%	190
2022 Q1	$2.18M	Buy	+28,144	New	+$2.15M	0.04%	171

Other funds holding QQQE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HB Wealth Management's QQQE Position: Q2 2026 in Review

HB Wealth Management held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q2 2026 at 11,033 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #619.

HB Wealth Management first reported a position in QQQE in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.18M in Q1 2022. 219 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

HB Wealth Management held 11,033 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $1.35M as of Q2 2026.
HB Wealth Management left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q2 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #619 holding.
HB Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2022 and has held it in 18 quarters since.
HB Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2.18M in Q1 2022.
219 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.