Marshall Financial Group (Maryland)’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Marshall Financial Group (Maryland)’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	$613K	Sell	5,020 -1,162	-19%	-$131K	0.09%	196
2026 Q1	$609K	Sell	6,182 -3,238	-34%	-$332K	0.1%	186
2025 Q4	$964K	Sell	9,420 -1,354	-13%	-$139K	0.19%	119
2025 Q3	$1.09M	Sell	10,774 -1,092	-9%	-$108K	0.21%	116
2025 Q2	$1.17M	Sell	11,866 -1,273	-10%	-$115K	0.23%	100
2025 Q1	$1.15M	Sell	13,139 -928	-7%	-$85.5K	0.25%	96
2024 Q4	$1.26M	Sell	14,067 -97	-0.7%	-$8.95K	0.31%	79
2024 Q3	$1.28M	Buy	+14,164	New	+$1.25M	0.31%	81

Other funds holding QQQE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Marshall Financial Group (Maryland)'s QQQE Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 19% in Q2 2026, selling an estimated $131K and leaving 5,020 shares worth $613K. The position accounts for 0.09% of the portfolio, ranked #196.

Marshall Financial Group (Maryland) first reported a position in QQQE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2024. 219 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

Marshall Financial Group (Maryland) held 5,020 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $613K as of Q2 2026.
Marshall Financial Group (Maryland) sold 1,162 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $131K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.09% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #196 holding.
Marshall Financial Group (Maryland) first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.28M in Q3 2024.
219 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.