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Personal Wealth Partners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-375
Closed -$21K – 481
2019
Q4 		$21K Hold
375
– – 0.01% 194
2019
Q3 		$19K Hold
375
– – 0.01% 204
2019
Q2 		$19K Buy
+375
New +$18.3K 0.01% 188

Other funds holding QQQE

EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal Wealth Partners's QQQE Position: Q1 2020 in Review

Personal Wealth Partners sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2020, closing a stake of 375 shares — an estimated $21K sold.

Personal Wealth Partners first reported a position in QQQE in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 62 funds tracked by Wall St. Rank hold QQQE as of Q1 2020.

  • Personal Wealth Partners reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 375 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2020, an estimated $21K.
  • Personal Wealth Partners first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $21K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.