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Innovative Asset Advisors Group’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Innovative Asset Advisors 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 		$1.72M Sell
14,072
-338
-2% -$38.1K 0.75% 26
2026
Q1 		$1.42M Buy
+14,410
New +$1.48M 0.82% 24

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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

Innovative Asset Advisors Group's QQQE Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 2.3% in Q2 2026, selling an estimated $38.1K and leaving 14,072 shares worth $1.72M. The position accounts for 0.75% of the portfolio, ranked #26.

Innovative Asset Advisors Group first reported a position in QQQE in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Innovative Asset Advisors Group held 14,072 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $1.72M as of Q2 2026.
  • Innovative Asset Advisors Group sold 338 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $38.1K.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.75% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #26 holding.
  • Innovative Asset Advisors Group first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.