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Integrated Wealth Management (Palm Desert)’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-100
Closed -$3K – 1359
2016
Q1 		$3K Buy
+100
New +$3K ﹤0.01% 947

Other funds holding QQQE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s QQQE Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2016, closing a stake of 100 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in QQQE in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 20 funds tracked by Wall St. Rank hold QQQE as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 100 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $3K in Q1 2016.
  • 20 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.