Independent Advisor Alliance’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Independent Advisor Alliance’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 Q2	$220K	Sell	1,800 -2,156	-54%	-$243K	0.01%	944
2026 Q1	$390K	Buy	+3,956	New	+$406K	﹤0.01%	1213

Other funds holding QQQE

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

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

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

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

ESL

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Independent Advisor Alliance's QQQE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 54% in Q2 2026, selling an estimated $243K and leaving 1,800 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #944.

Independent Advisor Alliance first reported a position in QQQE in Q1 2026 and has held it in 2 quarters since. The position peaked at $390K in Q1 2026. 219 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

Independent Advisor Alliance held 1,800 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $220K as of Q2 2026.
Independent Advisor Alliance sold 2,156 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $243K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #944 holding.
Independent Advisor Alliance first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2026 and has held it in 2 quarters since.
Independent Advisor Alliance's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $390K in Q1 2026.
219 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.