Prism Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Prism Advisors’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 Q3	$687K	Sell	5,675 -2,428	-30%	-$291K	0.17%	61
2026 Q2	$989K	Sell	8,103 -573	-7%	-$64.6K	0.24%	50
2026 Q1	$855K	Buy	8,676 +430	+5%	+$44.1K	0.23%	51
2025 Q4	$844K	Sell	8,246 -2,551	-24%	-$261K	0.22%	51
2025 Q3	$1.1M	Sell	10,797 -2,002	-16%	-$198K	0.3%	48
2025 Q2	$1.26M	Buy	+12,799	New	+$1.16M	0.36%	41

Other funds holding QQQE

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Prism Advisors's QQQE Position: Q3 2026 in Review

Prism Advisors reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 30% in Q3 2026, selling an estimated $291K and leaving 5,675 shares worth $687K. The position accounts for 0.17% of the portfolio, ranked #61.

Prism Advisors first reported a position in QQQE in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q2 2025. 10 funds tracked by Wall St. Rank hold QQQE as of Q3 2026.

Prism Advisors held 5,675 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $687K as of Q3 2026.
Prism Advisors sold 2,428 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2026, an estimated $291K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.17% of Prism Advisors's portfolio in Q3 2026, its #61 holding.
Prism Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2025 and has held it in 6 quarters since.
Prism Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.26M in Q2 2025.
10 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.