PPWP
QQEW icon

Premier Path Wealth Partners’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Premier Path Wealth Partners’s Portfolio QQEW Stock Details QQEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,074
Closed -$379K – 382
2024
Q2 		$379K Buy
+3,074
New +$372K 0.06% 261

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Premier Path Wealth Partners's QQEW Position: Q3 2024 in Review

Premier Path Wealth Partners sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2024, closing a stake of 3,074 shares — an estimated $379K sold.

Premier Path Wealth Partners first reported a position in QQEW in Q2 2024 and held it in 1 quarter. The position peaked at $379K in Q2 2024. 222 funds tracked by Wall St. Rank hold QQEW as of Q3 2024.

  • Premier Path Wealth Partners reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 3,074 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2024, an estimated $379K.
  • Premier Path Wealth Partners first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q2 2024 and held it in 1 quarter.
  • Premier Path Wealth Partners's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $379K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2024.

Based on Premier Path Wealth Partners's 13F filing for Q3 2024, filed 15 Oct 2024.