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Pathway Financial Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-699
Closed -$32K – 302
2018
Q2 		$32K Buy
699
+229
+49% +$10.2K 0.02% 305
2018
Q1 		$21K Buy
+470
New +$21.2K 0.01% 338

Other funds holding QQQE

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathway Financial Advisors's QQQE Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2018, closing a stake of 699 shares — an estimated $32K sold.

Pathway Financial Advisors first reported a position in QQQE in Q1 2018 and held it in 2 quarters. The position peaked at $32K in Q2 2018. 48 funds tracked by Wall St. Rank hold QQQE as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 699 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2018, an estimated $32K.
  • Pathway Financial Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2018 and held it in 2 quarters.
  • Pathway Financial Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $32K in Q2 2018.
  • 48 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.