JWM
QQQE icon

Jackson Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Jackson Wealth Management’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
2023
Q4 		– Sell
-19,574
Closed -$1.46M – 155
2023
Q3 		$1.46M Buy
19,574
+825
+4% +$63.9K 0.21% 73
2023
Q2 		$1.44M Sell
18,749
-720
-4% -$52.3K 0.21% 70
2023
Q1 		$1.41M Buy
+19,469
New +$1.34M 1.06% 37

Other funds holding QQQE

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Jackson Wealth Management's QQQE Position: Q4 2023 in Review

Jackson Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2023, closing a stake of 19,574 shares — an estimated $1.46M sold.

Jackson Wealth Management first reported a position in QQQE in Q1 2023 and held it in 3 quarters. The position peaked at $1.46M in Q3 2023. 180 funds tracked by Wall St. Rank hold QQQE as of Q4 2023.

  • Jackson Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 19,574 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2023, an estimated $1.46M.
  • Jackson Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2023 and held it in 3 quarters.
  • Jackson Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.46M in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2023.

Based on Jackson Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.