Jim Simons’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Jim Simons’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	–	Sell	-3,300	Closed	-$338K	–	3602
2025 Q4	$338K	Buy	+3,300	New	+$338K	﹤0.01%	2717
2025 Q3	–	Sell	-4,376	Closed	-$430K	–	3827
2025 Q2	$430K	Buy	+4,376	New	+$397K	﹤0.01%	2911
2025 Q1	–	Sell	-11,000	Closed	-$987K	–	3767
2024 Q4	$987K	Buy	11,000 +5,300	+93%	+$489K	﹤0.01%	2509
2024 Q3	$514K	Sell	5,700 -4,400	-44%	-$388K	﹤0.01%	2779
2024 Q2	$896K	Sell	10,100 -15,339	-60%	-$1.34M	﹤0.01%	2381
2024 Q1	$2.27M	Buy	25,439 +7,339	+41%	+$636K	﹤0.01%	1950
2023 Q4	$1.53M	Buy	+18,100	New	+$1.4M	﹤0.01%	2114

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 $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 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

Jim Simons's QQQE Position: Q1 2026 in Review

Jim Simons sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2026, closing a stake of 3,300 shares — an estimated $338K sold.

Jim Simons first reported a position in QQQE in Q4 2023 and held it in 7 quarters. The position peaked at $2.27M in Q1 2024. 196 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

Jim Simons reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 3,300 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2026, an estimated $338K.
Jim Simons first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2023 and held it in 7 quarters.
Jim Simons's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2.27M in Q1 2024.
196 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.