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Lloyd Advisory Services’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Lloyd Advisory Services’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 		– Sell
-3,073
Closed -$303K – 914
2026
Q1 		$303K Buy
+3,073
New +$315K 0.09% 112

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

Lloyd Advisory Services's QQQE Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2026, closing a stake of 3,073 shares — an estimated $303K sold.

Lloyd Advisory Services first reported a position in QQQE in Q1 2026 and held it in 1 quarter. The position peaked at $303K in Q1 2026. 215 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 3,073 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $303K.
  • Lloyd Advisory Services first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $303K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.