Key Client Fiduciary Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Key Client Fiduciary 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	$245K	Buy	+2,010	New	+$227K	0.07%	195
2026 Q1	–	Sell	-2,010	Closed	-$206K	–	226
2025 Q4	$206K	Hold	2,010	–	–	0.07%	195
2025 Q3	$204K	Buy	+2,010	New	+$199K	0.07%	207

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

Key Client Fiduciary Advisors's QQQE Position: Q2 2026 in Review

Key Client Fiduciary Advisors opened a new position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2026: 2,010 shares worth $245K. The stake represents 0.07% of the portfolio and ranks #195 among its holdings. This is a return to the name: Key Client Fiduciary Advisors previously reported a position in QQQE as recently as Q4 2025.

Key Client Fiduciary Advisors first reported a position in QQQE in Q3 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

Key Client Fiduciary Advisors held 2,010 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $245K as of Q2 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF was a new Key Client Fiduciary Advisors position in Q2 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #195 holding.
Key Client Fiduciary Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2025 and has held it in 3 quarters since.
217 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.