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Kestra Investment Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-350
Closed -$31.4K – 1295
2024
Q4 		$31.4K Buy
+350
New +$32.3K ﹤0.01% 631

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Investment Management's QQQE Position: Q1 2025 in Review

Kestra Investment Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2025, closing a stake of 350 shares — an estimated $31.4K sold.

Kestra Investment Management first reported a position in QQQE in Q4 2024 and held it in 1 quarter. The position peaked at $31.4K in Q4 2024. 211 funds tracked by Wall St. Rank hold QQQE as of Q1 2025.

  • Kestra Investment Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 350 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2025, an estimated $31.4K.
  • Kestra Investment Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $31.4K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.