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MMBG Investment Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

MMBG Investment Advisors’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
-2,280
Closed -$224K – 184
2025
Q2 		$224K Buy
+2,280
New +$207K 0.02% 172

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

MMBG Investment Advisors's QQQE Position: Q3 2025 in Review

MMBG Investment Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2025, closing a stake of 2,280 shares — an estimated $224K sold.

MMBG Investment Advisors first reported a position in QQQE in Q2 2025 and held it in 1 quarter. The position peaked at $224K in Q2 2025. 193 funds tracked by Wall St. Rank hold QQQE as of Q3 2025.

  • MMBG Investment Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2025 after selling out during the quarter.
  • MMBG Investment Advisors sold 2,280 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2025, an estimated $224K.
  • MMBG Investment Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2025 and held it in 1 quarter.
  • MMBG Investment Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $224K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2025.

Based on MMBG Investment Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.