Heck Capital Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-476	Closed	-$42.7K	–	656
2024 Q4	$42.7K	Buy	+476	New	+$43.9K	﹤0.01%	386
2023 Q3	–	Sell	-186,942	Closed	-$14.4M	–	191
2023 Q2	$14.4M	Buy	+186,942	New	+$13.6M	2.48%	9
2022 Q1	–	Sell	-1,480	Closed	-$126K	–	136
2021 Q4	$126K	Hold	1,480	–	–	0.02%	106
2021 Q3	$123K	Hold	1,480	–	–	0.02%	109
2021 Q2	$124K	Hold	1,480	–	–	0.02%	106
2021 Q1	$114K	Hold	1,480	–	–	0.03%	105
2020 Q4	$111K	Buy	+1,480	New	+$103K	0.03%	97

Other funds holding QQQE

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

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

ESL

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heck Capital Advisors's QQQE Position: Q1 2025 in Review

Heck Capital Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2025, closing a stake of 476 shares — an estimated $42.7K sold.

Heck Capital Advisors first reported a position in QQQE in Q4 2020 and held it in 7 quarters. The position peaked at $14.4M in Q2 2023. 211 funds tracked by Wall St. Rank hold QQQE as of Q1 2025.

Heck Capital Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 476 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2025, an estimated $42.7K.
Heck Capital Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2020 and held it in 7 quarters.
Heck Capital Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $14.4M in Q2 2023.
211 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.