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

Regal Investment 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 Q1	$2.37M	Buy	24,003 +602	+3%	+$61.8K	0.14%	179
2025 Q4	$2.39M	Buy	23,401 +301	+1%	+$30.8K	0.14%	166
2025 Q3	$2.35M	Buy	23,100 +2,388	+12%	+$236K	0.15%	162
2025 Q2	$2.04M	Buy	20,712 +61	+0.3%	+$5.53K	0.15%	150
2025 Q1	$1.8M	Sell	20,651 -538	-3%	-$49.6K	0.15%	162
2024 Q4	$1.9M	Buy	21,189 +4,292	+25%	+$396K	0.14%	167
2024 Q3	$1.52M	Buy	16,897 +7,516	+80%	+$663K	0.11%	201
2024 Q2	$832K	Buy	9,381 +360	+4%	+$31.4K	0.05%	276
2024 Q1	$805K	Buy	9,021 +34	+0.4%	+$2.95K	0.06%	278
2023 Q4	$761K	Buy	8,987 +1,577	+21%	+$122K	0.06%	262
2023 Q3	$554K	Sell	7,410 -9,835	-57%	-$762K	0.05%	276
2023 Q2	$1.33M	Hold	17,245	–	–	0.11%	182
2023 Q1	$1.25M	Buy	17,245 +500	+3%	+$34.5K	0.11%	177
2022 Q4	$1.07M	Buy	16,745 +545	+3%	+$35K	0.1%	183
2022 Q3	$976K	Buy	+16,200	New	+$1.09M	0.1%	181

Other funds holding QQQE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's QQQE Position: Q1 2026 in Review

Regal Investment Advisors increased its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 2.6% in Q1 2026, buying an estimated $61.8K and bringing the position to 24,003 shares worth $2.37M. The position accounts for 0.14% of the portfolio, ranked #179.

Regal Investment Advisors first reported a position in QQQE in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.39M in Q4 2025. 196 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

Regal Investment Advisors held 24,003 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $2.37M as of Q1 2026.
Regal Investment Advisors bought 602 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2026, an estimated $61.8K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.14% of Regal Investment Advisors's portfolio in Q1 2026, its #179 holding.
Regal Investment Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2022 and has held it in 15 quarters since.
Regal Investment Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2.39M in Q4 2025.
196 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.