McKinley Carter Wealth Services’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

McKinley Carter Wealth 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
2024 Q3	–	Sell	-18,086	Closed	-$1.6M	–	306
2024 Q2	$1.6M	Sell	18,086 -7,372	-29%	-$642K	0.1%	129
2024 Q1	$2.27M	Buy	25,458 +1,769	+7%	+$153K	0.15%	104
2023 Q4	$2.01M	Sell	23,689 -2,910	-11%	-$225K	0.15%	102
2023 Q3	$1.99M	Sell	26,599 -163	-0.6%	-$12.6K	0.16%	102
2023 Q2	$2.06M	Buy	26,762 +12,739	+91%	+$926K	0.15%	102
2023 Q1	$1.02M	Sell	14,023 -1,009	-7%	-$69.7K	0.08%	141
2022 Q4	$960K	Sell	15,032 -1,652	-10%	-$106K	0.08%	142
2022 Q3	$1M	Sell	16,684 -482	-3%	-$32.4K	0.09%	132
2022 Q2	$1.08M	Buy	+17,166	New	+$1.18M	0.1%	132

Other funds holding QQQE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McKinley Carter Wealth Services's QQQE Position: Q3 2024 in Review

McKinley Carter Wealth Services sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2024, closing a stake of 18,086 shares — an estimated $1.6M sold.

McKinley Carter Wealth Services first reported a position in QQQE in Q2 2022 and held it in 9 quarters. The position peaked at $2.27M in Q1 2024. 217 funds tracked by Wall St. Rank hold QQQE as of Q3 2024.

McKinley Carter Wealth Services reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2024 after selling out during the quarter.
McKinley Carter Wealth Services sold 18,086 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2024, an estimated $1.6M.
McKinley Carter Wealth Services first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2022 and held it in 9 quarters.
McKinley Carter Wealth Services's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2.27M in Q1 2024.
217 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2024, filed 16 Oct 2024.