PFG
QQQE icon

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Prosperity Financial Group's QQQE Position: Q3 2023 in Review

Prosperity Financial Group sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2023, closing a stake of 6,412 shares — an estimated $494K sold.

Prosperity Financial Group first reported a position in QQQE in Q2 2023 and held it in 1 quarter. The position peaked at $494K in Q2 2023. 152 funds tracked by Wall St. Rank hold QQQE as of Q3 2023.

  • Prosperity Financial Group reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 6,412 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2023, an estimated $494K.
  • Prosperity Financial Group first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $494K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.