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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return