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Key Financial Inc’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Key Financial Inc’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 		$567K Hold
4,649
– – 0.09% 176
2026
Q1 		$458K Hold
4,649
– – 0.08% 192
2025
Q4 		$476K Hold
4,649
– – 0.09% 177
2025
Q3 		$475K Hold
4,649
– – 0.09% 172
2025
Q2 		$457K Hold
4,649
– – 0.09% 177
2025
Q1 		$405K Buy
+4,649
New +$428K 0.09% 181

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Key Financial Inc's QQQE Position: Q2 2026 in Review

Key Financial Inc held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q2 2026 at 4,649 shares worth $567K. The position accounts for 0.09% of the portfolio, ranked #176.

Key Financial Inc first reported a position in QQQE in Q1 2025 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Key Financial Inc held 4,649 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $567K as of Q2 2026.
  • Key Financial Inc left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q2 2026.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.09% of Key Financial Inc's portfolio in Q2 2026, its #176 holding.
  • Key Financial Inc first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 214 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.