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 Q3	–	Sell	-5,953	Closed	-$726K	–	201
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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

MAM

Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

RPCONE

Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

KMG Fiduciary Partners's QQQE Position: Q3 2026 in Review

KMG Fiduciary Partners sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2026, closing a stake of 5,953 shares — an estimated $726K sold.

KMG Fiduciary Partners first reported a position in QQQE in Q3 2024 and held it in 8 quarters. The position peaked at $2.08M in Q4 2024. 34 funds tracked by Wall St. Rank hold QQQE as of Q3 2026.

KMG Fiduciary Partners reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 5,953 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2026, an estimated $726K.
KMG Fiduciary Partners first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2024 and held it in 8 quarters.
KMG Fiduciary Partners's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2.08M in Q4 2024.
34 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.