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MTM Investment Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

MTM Investment Management’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 		$829K Hold
6,791
– – 0.24% 104
2026
Q1 		$669K Buy
6,791
+175
+3% +$18K 0.21% 105
2025
Q4 		$677K Buy
6,616
+556
+9% +$56.9K 0.22% 105
2025
Q3 		$616K Hold
6,060
– – 0.2% 113
2025
Q2 		$596K Buy
6,060
+457
+8% +$41.4K 0.2% 110
2025
Q1 		$491K Buy
5,603
+100
+2% +$9.21K 0.19% 123
2024
Q4 		$494K Sell
5,503
-185
-3% -$17.1K 0.19% 119
2024
Q3 		$513K Sell
5,688
-498
-8% -$43.9K 0.2% 115
2024
Q2 		$549K Hold
6,186
– – 0.23% 102
2024
Q1 		$552K Hold
6,186
– – 0.23% 104
2023
Q4 		$524K Hold
6,186
– – 0.24% 101
2023
Q3 		$463K Buy
6,186
+133
+2% +$10.3K 0.23% 99
2023
Q2 		$466K Buy
+6,053
New +$440K 0.23% 102

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

MTM Investment Management's QQQE Position: Q2 2026 in Review

MTM Investment Management held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q2 2026 at 6,791 shares worth $829K. The position accounts for 0.24% of the portfolio, ranked #104.

MTM Investment Management first reported a position in QQQE in Q2 2023 and has held it in 13 quarters since. 217 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • MTM Investment Management held 6,791 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $829K as of Q2 2026.
  • MTM Investment Management left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q2 2026.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.24% of MTM Investment Management's portfolio in Q2 2026, its #104 holding.
  • MTM Investment Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 217 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.