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

Resurgent Financial 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
2024
Q3 		– Sell
-2,395
Closed -$213K – 191
2024
Q2 		$213K Buy
2,395
+45
+2% +$3.92K 0.13% 164
2024
Q1 		$210K Buy
+2,350
New +$204K 0.11% 176

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resurgent Financial Advisors's QQQE Position: Q3 2024 in Review

Resurgent Financial Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2024, closing a stake of 2,395 shares — an estimated $213K sold.

Resurgent Financial Advisors first reported a position in QQQE in Q1 2024 and held it in 2 quarters. The position peaked at $213K in Q2 2024. 217 funds tracked by Wall St. Rank hold QQQE as of Q3 2024.

  • Resurgent Financial Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,395 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2024, an estimated $213K.
  • Resurgent Financial Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2024 and held it in 2 quarters.
  • Resurgent Financial Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $213K in Q2 2024.
  • 217 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2024.

Based on Resurgent Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.