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Kaizen Financial Strategies’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Kaizen Financial Strategies’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 		$226K Buy
+1,863
New +$210K 0.07% 161
2026
Q1 		– Sell
-2,479
Closed -$254K – 183
2025
Q4 		$254K Buy
2,479
+5
+0.2% +$512 0.11% 137
2025
Q3 		$250K Buy
2,474
+7
+0.3% +$693 0.11% 128
2025
Q2 		$243K Sell
2,467
-8
-0.3% -$725 0.12% 126
2025
Q1 		$216K Hold
2,475
– – 0.12% 126
2024
Q4 		$222K Buy
2,475
+9
+0.4% +$830 0.13% 118
2024
Q3 		$222K Buy
2,466
+51
+2% +$4.5K 0.13% 121
2024
Q2 		$210K Sell
2,415
-249
-9% -$21.7K 0.13% 123
2024
Q1 		$238K Sell
2,664
-90
-3% -$7.8K 0.16% 105
2023
Q4 		$233K Sell
2,754
-300
-10% -$23.2K 0.18% 95
2023
Q3 		$228K Buy
+3,054
New +$236K 0.19% 93

Other funds holding QQQE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Kaizen Financial Strategies's QQQE Position: Q2 2026 in Review

Kaizen Financial Strategies opened a new position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2026: 1,863 shares worth $226K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings. This is a return to the name: Kaizen Financial Strategies previously reported a position in QQQE as recently as Q4 2025.

Kaizen Financial Strategies first reported a position in QQQE in Q3 2023 and has held it in 11 quarters since. The position peaked at $254K in Q4 2025. 89 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Kaizen Financial Strategies held 1,863 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $226K as of Q2 2026.
  • Direxion NASDAQ-100 Equal Weighted Index ETF was a new Kaizen Financial Strategies position in Q2 2026.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.07% of Kaizen Financial Strategies's portfolio in Q2 2026, its #161 holding.
  • Kaizen Financial Strategies first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2023 and has held it in 11 quarters since.
  • Kaizen Financial Strategies's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $254K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.