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Independent Financial Group’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Independent Financial Group’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 		$17.7M Sell
145,174
-29,798
-17% -$3.36M 0.33% 49
2026
Q1 		$17.2M Sell
174,972
-22,745
-12% -$2.33M 0.39% 39
2025
Q4 		$20.2M Sell
197,717
-3,160
-2% -$324K 0.45% 33
2025
Q3 		$20.4M Sell
200,877
-3,766
-2% -$373K 0.49% 27
2025
Q2 		$20.1M Sell
204,643
-7,900
-4% -$716K 0.55% 25
2025
Q1 		$18.5M Sell
212,543
-5,584
-3% -$514K 0.64% 24
2024
Q4 		$19.6M Buy
+218,127
New +$20.1M 0.65% 19

Other funds holding QQQE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's QQQE Position: Q2 2026 in Review

Independent Financial Group reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 17% in Q2 2026, selling an estimated $3.36M and leaving 145,174 shares worth $17.7M. The position accounts for 0.33% of the portfolio, ranked #49.

Independent Financial Group first reported a position in QQQE in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.4M in Q3 2025. 206 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Independent Financial Group held 145,174 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $17.7M as of Q2 2026.
  • Independent Financial Group sold 29,798 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $3.36M.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.33% of Independent Financial Group's portfolio in Q2 2026, its #49 holding.
  • Independent Financial Group first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $20.4M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.