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New Wave Wealth Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

New Wave Wealth 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
Q1 		– Sell
-702
Closed -$63K – 549
2024
Q4 		$63K Buy
+702
New +$64.7K 0.03% 211

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
WA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New Wave Wealth Advisors's QQQE Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2025, closing a stake of 702 shares — an estimated $63K sold.

New Wave Wealth Advisors first reported a position in QQQE in Q4 2024 and held it in 1 quarter. The position peaked at $63K in Q4 2024. 211 funds tracked by Wall St. Rank hold QQQE as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 702 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2025, an estimated $63K.
  • New Wave Wealth Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $63K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.