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Householder Group Estate & Retirement Specialist’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-426
Closed -$38K – 1030
2024
Q3 		$38K Buy
426
+1
+0.2% +$88 0.01% 538
2024
Q2 		$37K Hold
425
– – 0.01% 538
2024
Q1 		$38K Buy
+425
New +$36.9K 0.01% 533

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
WA
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QQQE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2024, closing a stake of 426 shares — an estimated $38K sold.

Householder Group Estate & Retirement Specialist first reported a position in QQQE in Q1 2024 and held it in 3 quarters. The position peaked at $38K in Q3 2024. 228 funds tracked by Wall St. Rank hold QQQE as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 426 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2024, an estimated $38K.
  • Householder Group Estate & Retirement Specialist first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2024 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $38K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.