Intellectus Partners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Intellectus Partners’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	$288K	Buy	+2,922	New	+$300K	0.06%	246
2021 Q1	–	Sell	-4,019	Closed	-$302K	–	261
2020 Q4	$302K	Buy	4,019 +8	+0.2%	+$556	0.09%	198
2020 Q3	$259K	Buy	4,011 +5	+0.1%	+$316	0.1%	184
2020 Q2	$238K	Buy	+4,006	New	+$217K	0.09%	191

Other funds holding QQQE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IFG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Intellectus Partners's QQQE Position: Q1 2026 in Review

Intellectus Partners opened a new position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2026: 2,922 shares worth $288K. The stake represents 0.06% of the portfolio and ranks #246 among its holdings. This is a return to the name: Intellectus Partners previously reported a position in QQQE as recently as Q4 2020.

Intellectus Partners first reported a position in QQQE in Q2 2020 and has held it in 4 quarters since. The position peaked at $302K in Q4 2020. 196 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

Intellectus Partners held 2,922 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $288K as of Q1 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF was a new Intellectus Partners position in Q1 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.06% of Intellectus Partners's portfolio in Q1 2026, its #246 holding.
Intellectus Partners first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2020 and has held it in 4 quarters since.
Intellectus Partners's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $302K in Q4 2020.
196 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.