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Keel Point’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Keel Point’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
2024
Q4 		– Sell
-2,575
Closed -$232K – 464
2024
Q3 		$232K Sell
2,575
-2,807
-52% -$247K 0.02% 387
2024
Q2 		$464K Buy
5,382
+6
+0.1% +$523 0.04% 243
2024
Q1 		$480K Buy
5,376
+5
+0.1% +$434 0.05% 209
2023
Q4 		$455K Sell
5,371
-1,173
-18% -$90.8K 0.05% 195
2023
Q3 		$489K Buy
+6,544
New +$507K 0.07% 163

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.19B AUM 38.3% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keel Point's QQQE Position: Q4 2024 in Review

Keel Point sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2024, closing a stake of 2,575 shares — an estimated $232K sold.

Keel Point first reported a position in QQQE in Q3 2023 and held it in 5 quarters. The position peaked at $489K in Q3 2023. 228 funds tracked by Wall St. Rank hold QQQE as of Q4 2024.

  • Keel Point reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2024 after selling out during the quarter.
  • Keel Point sold 2,575 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2024, an estimated $232K.
  • Keel Point first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2023 and held it in 5 quarters.
  • Keel Point's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $489K in Q3 2023.
  • 228 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2024.

Based on Keel Point's 13F filing for Q4 2024, filed 14 Feb 2025.