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LJI Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

LJI Wealth Management’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
2025
Q3 		– Sell
-2,321
Closed -$228K – 205
2025
Q2 		$228K Hold
2,321
– – 0.04% 166
2025
Q1 		$202K Hold
2,321
– – 0.04% 174
2024
Q4 		$208K Hold
2,321
– – 0.04% 169
2024
Q3 		$209K Sell
2,321
-126
-5% -$11.1K 0.04% 182
2024
Q2 		$217K Buy
+2,447
New +$213K 0.05% 171

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

LJI Wealth Management's QQQE Position: Q3 2025 in Review

LJI Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2025, closing a stake of 2,321 shares — an estimated $228K sold.

LJI Wealth Management first reported a position in QQQE in Q2 2024 and held it in 5 quarters. The position peaked at $228K in Q2 2025. 193 funds tracked by Wall St. Rank hold QQQE as of Q3 2025.

  • LJI Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2025 after selling out during the quarter.
  • LJI Wealth Management sold 2,321 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2025, an estimated $228K.
  • LJI Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2024 and held it in 5 quarters.
  • LJI Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $228K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2025.

Based on LJI Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.