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Retirement Planning Company of New England’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Retirement Planning Company of New England’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
Q2 		$1.01M Sell
8,308
-56
-0.7% -$6.32K 0.36% 76
2026
Q1 		$824K Buy
8,364
+115
+1% +$11.8K 0.34% 90
2025
Q4 		$844K Sell
8,249
-48
-0.6% -$4.92K 0.34% 85
2025
Q3 		$843K Sell
8,297
-70
-0.8% -$6.93K 0.34% 88
2025
Q2 		$823K Buy
8,367
+249
+3% +$22.6K 0.37% 77
2025
Q1 		$708K Buy
8,118
+955
+13% +$88K 0.35% 87
2024
Q4 		$643K Buy
7,163
+249
+4% +$23K 0.31% 98
2024
Q3 		$624K Buy
6,914
+307
+5% +$27.1K 0.31% 99
2024
Q2 		$586K Buy
6,607
+397
+6% +$34.6K 0.32% 97
2024
Q1 		$554K Buy
6,210
+896
+17% +$77.7K 0.3% 103
2023
Q4 		$450K Buy
5,314
+808
+18% +$62.5K 0.2% 120
2023
Q3 		$337K Sell
4,506
-756
-14% -$58.5K 0.19% 129
2023
Q2 		$405K Sell
5,262
-90
-2% -$6.54K 0.23% 119
2023
Q1 		$388K Buy
5,352
+59
+1% +$4.07K 0.24% 124
2022
Q4 		$338K Buy
5,293
+404
+8% +$26K 0.22% 134
2022
Q3 		$294K Buy
4,889
+393
+9% +$26.4K 0.21% 147
2022
Q2 		$283K Buy
4,496
+682
+18% +$46.7K 0.19% 153
2022
Q1 		$295K Buy
3,814
+660
+21% +$50.5K 0.17% 168
2021
Q4 		$269K Buy
+3,154
New +$271K 0.13% 177

Other funds holding QQQE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's QQQE Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 0.67% in Q2 2026, selling an estimated $6.32K and leaving 8,308 shares worth $1.01M. The position accounts for 0.36% of the portfolio, ranked #76.

Retirement Planning Company of New England first reported a position in QQQE in Q4 2021 and has held it in 19 quarters since. 164 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Retirement Planning Company of New England held 8,308 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $1.01M as of Q2 2026.
  • Retirement Planning Company of New England sold 56 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $6.32K.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.36% of Retirement Planning Company of New England's portfolio in Q2 2026, its #76 holding.
  • Retirement Planning Company of New England first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2021 and has held it in 19 quarters since.
  • 164 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.