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PWM
Paulson Wealth Management’s
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
Stock Holding History
Paulson Wealth 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
$937K
Sell
9,508
-678
-7%
-$69.6K
0.22%
51
2025
Q4
$1.04M
Sell
10,186
-738
-7%
-$75.6K
0.24%
46
2025
Q3
$1.11M
Buy
10,924
+6,097
+126%
+$603K
0.26%
46
2025
Q2
$475K
Sell
4,827
-461
-9%
-$41.8K
0.12%
85
2025
Q1
$461K
Hold
5,288
–
–
0.13%
77
2024
Q4
$475K
Sell
5,288
-921
-15%
-$84.9K
0.13%
80
2024
Q3
$560K
Buy
6,209
+2,025
+48%
+$179K
0.15%
69
2024
Q2
$371K
Sell
4,184
-53
-1%
-$4.62K
0.11%
98
2024
Q1
$378K
Hold
4,237
–
–
0.11%
98
2023
Q4
$359K
Hold
4,237
–
–
0.11%
94
2023
Q3
$317K
Sell
4,237
-58
-1%
-$4.49K
0.11%
97
2023
Q2
$331K
Sell
4,295
-278
-6%
-$20.2K
0.11%
93
2023
Q1
$332K
Sell
4,573
-291
-6%
-$20.1K
0.15%
60
2022
Q4
$310K
Hold
4,864
–
–
0.15%
61
2022
Q3
$293K
Sell
4,864
-557
-10%
-$37.4K
0.16%
54
2022
Q2
$341K
Buy
5,421
+53
+1%
+$3.63K
0.18%
53
2022
Q1
$415K
Sell
5,368
-352
-6%
-$26.9K
0.19%
49
2021
Q4
$488K
Sell
5,720
-159
-3%
-$13.7K
0.22%
45
2021
Q3
$487K
Sell
5,879
-1
-0%
-$85
0.23%
53
2021
Q2
$491K
Hold
5,880
–
–
0.24%
54
2021
Q1
$475K
Sell
5,880
-6,546
-53%
-$503K
0.24%
54
2020
Q4
$934K
Sell
12,426
-49,796
-80%
-$3.46M
0.54%
24
2020
Q3
$4.01M
Buy
+62,222
New
+$3.93M
2.59%
9
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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