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

Helium 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
Q3 		– Sell
-4,162
Closed -$409K – 99
2025
Q2 		$409K Buy
4,162
+3
+0.1% +$272 0.26% 62
2025
Q1 		$363K Hold
4,159
– – 0.26% 57
2024
Q4 		$373K Buy
+4,159
New +$384K 0.3% 56

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Helium Advisors's QQQE Position: Q3 2025 in Review

Helium Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2025, closing a stake of 4,162 shares — an estimated $409K sold.

Helium Advisors first reported a position in QQQE in Q4 2024 and held it in 3 quarters. The position peaked at $409K in Q2 2025. 193 funds tracked by Wall St. Rank hold QQQE as of Q3 2025.

  • Helium Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2025 after selling out during the quarter.
  • Helium Advisors sold 4,162 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2025, an estimated $409K.
  • Helium Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2024 and held it in 3 quarters.
  • Helium Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $409K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2025.

Based on Helium Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.