Prosperity Financial Group’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Prosperity Financial 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
2023 Q3	–	Sell	-6,412	Closed	-$494K	–	134
2023 Q2	$494K	Buy	+6,412	New	+$466K	0.43%	55

Other funds holding QQQE

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return