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PKO Investment Management Joint-Stock’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

PKO Investment Management Joint-Stock’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
Q3 		– Sell
-100,000
Closed -$9.83M – 210
2025
Q2 		$9.83M Sell
100,000
-320,000
-76% -$29M 1.06% 25
2025
Q1 		$36.6M Hold
420,000
– – 4.15% 4
2024
Q4 		$37.7M Buy
+420,000
New +$38.7M 4.69% 3

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $594M AUM 8.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

PKO Investment Management Joint-Stock's QQQE Position: Q3 2025 in Review

PKO Investment Management Joint-Stock sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2025, closing a stake of 100,000 shares — an estimated $9.83M sold.

PKO Investment Management Joint-Stock first reported a position in QQQE in Q4 2024 and held it in 3 quarters. The position peaked at $37.7M in Q4 2024. 193 funds tracked by Wall St. Rank hold QQQE as of Q3 2025.

  • PKO Investment Management Joint-Stock reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2025 after selling out during the quarter.
  • PKO Investment Management Joint-Stock sold 100,000 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2025, an estimated $9.83M.
  • PKO Investment Management Joint-Stock first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2024 and held it in 3 quarters.
  • PKO Investment Management Joint-Stock's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $37.7M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2025.

Based on PKO Investment Management Joint-Stock's 13F filing for Q3 2025, filed 27 Oct 2025.