Howard Financial Services’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Howard Financial Services’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 Q3	$433K	Sell	3,606 -152	-4%	-$18.2K	0.05%	146
2026 Q2	$458K	Sell	3,758 -9	-0.2%	-$1.01K	0.05%	141
2026 Q1	$371K	Sell	3,767 -4	-0.1%	-$410	0.04%	155
2025 Q4	$386K	Buy	3,771 +6	+0.2%	+$614	0.05%	136
2025 Q3	$383K	Buy	3,765 +212	+6%	+$21K	0.05%	130
2025 Q2	$349K	Buy	3,553 +548	+18%	+$49.7K	0.05%	131
2025 Q1	$262K	Sell	3,005 -173	-5%	-$15.9K	0.04%	151
2024 Q4	$285K	Sell	3,178 -19	-0.6%	-$1.75K	0.04%	153
2024 Q3	$288K	Buy	3,197 +6	+0.2%	+$529	0.04%	129
2024 Q2	$283K	Hold	3,191	–	–	0.05%	124
2024 Q1	$285K	Sell	3,191 -85	-3%	-$7.37K	0.05%	129
2023 Q4	$277K	Buy	3,276 +1	+0%	+$77	0.05%	124
2023 Q3	$245K	Buy	3,275 +11	+0.3%	+$852	0.06%	123
2023 Q2	$251K	Buy	3,264 +11	+0.3%	+$800	0.06%	120
2023 Q1	$236K	Sell	3,253 -9	-0.3%	-$621	0.06%	119
2022 Q4	$208K	Sell	3,262 -276	-8%	-$17.8K	0.05%	125
2022 Q3	$213K	Buy	3,538 +10	+0.3%	+$671	0.07%	114
2022 Q2	$222K	Buy	3,528 +15	+0.4%	+$1.03K	0.08%	104
2022 Q1	$272K	Sell	3,513 -359	-9%	-$27.5K	0.08%	102
2021 Q4	$330K	Buy	3,872 +136	+4%	+$11.7K	0.1%	86
2021 Q3	$310K	Buy	3,736 +588	+19%	+$50K	0.12%	84
2021 Q2	$263K	Buy	3,148 +192	+6%	+$15.3K	0.1%	98
2021 Q1	$227K	Buy	2,956 +3	+0.1%	+$230	0.1%	110
2020 Q4	$222K	Buy	+2,953	New	+$205K	0.12%	98
2019 Q4	–	Sell	-4,160	Closed	-$206K	–	122
2019 Q3	$206K	Sell	4,160 -198	-5%	-$9.88K	0.14%	88
2019 Q2	$216K	Buy	+4,358	New	+$212K	0.15%	82

Other funds holding QQQE

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

MAM

Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Howard Financial Services's QQQE Position: Q3 2026 in Review

Howard Financial Services reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 4% in Q3 2026, selling an estimated $18.2K and leaving 3,606 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #146.

Howard Financial Services first reported a position in QQQE in Q2 2019 and has held it in 26 quarters since. The position peaked at $458K in Q2 2026. 31 funds tracked by Wall St. Rank hold QQQE as of Q3 2026.

Howard Financial Services held 3,606 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $433K as of Q3 2026.
Howard Financial Services sold 152 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2026, an estimated $18.2K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.05% of Howard Financial Services's portfolio in Q3 2026, its #146 holding.
Howard Financial Services first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2019 and has held it in 26 quarters since.
Howard Financial Services's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $458K in Q2 2026.
31 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.