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Peak Planning Group’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Peak Planning Group’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 		$607K Buy
4,973
+1
+0% +$113 0.14% 70
2026
Q1 		$490K Sell
4,972
-179
-3% -$18.4K 0.14% 77
2025
Q4 		$527K Buy
5,151
+1
+0% +$102 0.15% 77
2025
Q3 		$523K Sell
5,150
-258
-5% -$25.5K 0.27% 46
2025
Q2 		$532K Sell
5,408
-284
-5% -$25.7K 0.34% 44
2025
Q1 		$496K Sell
5,692
-23
-0.4% -$2.12K 0.21% 69
2024
Q4 		$513K Buy
5,715
+4
+0.1% +$369 0.21% 68
2024
Q3 		$515K Sell
5,711
-351
-6% -$30.9K 0.23% 69
2024
Q2 		$538K Sell
6,062
-45
-0.7% -$3.92K 0.26% 65
2024
Q1 		$545K Buy
6,107
+34
+0.6% +$2.95K 0.34% 47
2023
Q4 		$514K Buy
6,073
+8
+0.1% +$619 0.37% 45
2023
Q3 		$454K Buy
6,065
+24
+0.4% +$1.86K 0.36% 49
2023
Q2 		$465K Buy
6,041
+13
+0.2% +$945 0.35% 50
2023
Q1 		$437K Buy
6,028
+2,854
+90% +$197K 0.35% 50
2022
Q4 		$203K Buy
+3,174
New +$204K 0.18% 79

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

Peak Planning Group's QQQE Position: Q2 2026 in Review

Peak Planning Group increased its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 0.02% in Q2 2026, buying an estimated $113 and bringing the position to 4,973 shares worth $607K. The position accounts for 0.14% of the portfolio, ranked #70.

Peak Planning Group first reported a position in QQQE in Q4 2022 and has held it in 15 quarters since. 219 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Peak Planning Group held 4,973 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $607K as of Q2 2026.
  • Peak Planning Group bought 1 Direxion NASDAQ-100 Equal Weighted Index ETF share in Q2 2026, an estimated $113.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.14% of Peak Planning Group's portfolio in Q2 2026, its #70 holding.
  • Peak Planning Group first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 219 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.