KMG Fiduciary Partners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

KMG Fiduciary Partners’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	$726K	Sell	5,953 -39	-0.7%	-$4.4K	0.07%	139
2026 Q1	$590K	Sell	5,992 -150	-2%	-$15.4K	0.04%	192
2025 Q4	$628K	Sell	6,142 -20	-0.3%	-$2.05K	0.04%	189
2025 Q3	$626K	Sell	6,162 -43	-0.7%	-$4.25K	0.04%	219
2025 Q2	$610K	Sell	6,205 -16,168	-72%	-$1.47M	0.05%	219
2025 Q1	$1.95M	Sell	22,373 -781	-3%	-$71.9K	0.16%	133
2024 Q4	$2.08M	Buy	23,154 +1,382	+6%	+$127K	0.17%	124
2024 Q3	$1.96M	Buy	+21,772	New	+$1.92M	0.17%	127

Other funds holding QQQE

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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

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

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

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return