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Money Concepts Capital’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,220
Closed -$206K – 2320
2022
Q4 		$206K Buy
3,220
+3,170
+6,340% +$204K 0.01% 669
2022
Q3 		$3K Hold
50
– – ﹤0.01% 1330
2022
Q2 		$3K Sell
50
-2,885
-98% -$197K ﹤0.01% 1276
2022
Q1 		$227K Buy
+2,935
New +$224K 0.01% 677

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Money Concepts Capital's QQQE Position: Q1 2023 in Review

Money Concepts Capital sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2023, closing a stake of 3,220 shares — an estimated $206K sold.

Money Concepts Capital first reported a position in QQQE in Q1 2022 and held it in 4 quarters. The position peaked at $227K in Q1 2022. 136 funds tracked by Wall St. Rank hold QQQE as of Q1 2023.

  • Money Concepts Capital reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,220 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2023, an estimated $206K.
  • Money Concepts Capital first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $227K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.