IAS
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IMA Advisory Services’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

IMA Advisory 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
Q1 		$6.21K Hold
63
– – ﹤0.01% 373
2025
Q4 		$6.45K Hold
63
– – ﹤0.01% 376
2025
Q3 		$6.4K Hold
63
– – ﹤0.01% 329
2025
Q2 		$6.19K Hold
63
– – ﹤0.01% 321
2025
Q1 		$5.49K Buy
+63
New +$5.8K ﹤0.01% 319
2019
Q1 		– Sell
-1,707
Closed -$69K – 324
2018
Q4 		$69K Buy
+1,707
New +$74.1K 0.03% 144

Other funds holding QQQE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return