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MIM
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
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
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
WA
Waddell & Associates
Memphis, Tennessee
$1.77B AUM
35.55%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
ESL
Endurance Services Ltd
Purchase, New York
$594M AUM
8.77%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
IFG
Independent Financial Group
San Diego, California
$4.46B AUM
29.63%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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