KCM Investment Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

KCM Investment Advisors’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	$251K	Hold	2,055	–	–	0.01%	375
2026 Q1	$202K	Sell	2,055 -155	-7%	-$15.9K	0.01%	391
2025 Q4	$226K	Hold	2,210	–	–	0.01%	371
2025 Q3	$225K	Hold	2,210	–	–	0.01%	363
2025 Q2	$217K	Buy	+2,210	New	+$200K	0.01%	361
2025 Q1	–	Sell	-2,280	Closed	-$205K	–	375
2024 Q4	$205K	Buy	+2,280	New	+$210K	0.01%	358
2024 Q3	–	Sell	-2,305	Closed	-$205K	–	379
2024 Q2	$205K	Hold	2,305	–	–	0.01%	359
2024 Q1	$206K	Buy	+2,305	New	+$200K	0.01%	367

Other funds holding QQQE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KCM Investment Advisors's QQQE Position: Q2 2026 in Review

KCM Investment Advisors held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q2 2026 at 2,055 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #375.

KCM Investment Advisors first reported a position in QQQE in Q1 2024 and has held it in 8 quarters since. 215 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

KCM Investment Advisors held 2,055 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $251K as of Q2 2026.
KCM Investment Advisors left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q2 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #375 holding.
KCM Investment Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2024 and has held it in 8 quarters since.
215 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.