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

RFP 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
2025
Q4 		– Sell
-2,985
Closed -$289K – 100
2025
Q3 		$289K Buy
+2,985
New +$295K 0.12% 77
2025
Q1 		– Sell
-2,980
Closed -$267K – 129
2024
Q4 		$267K Buy
2,980
+7
+0.2% +$646 0.1% 82
2024
Q3 		$268K Sell
2,973
-1,184
-28% -$104K 0.09% 83
2024
Q2 		$369K Sell
4,157
-2,601
-38% -$227K 0.14% 77
2024
Q1 		$603K Buy
6,758
+8
+0.1% +$694 0.24% 55
2023
Q4 		$571K Sell
6,750
-372,342
-98% -$28.8M 0.23% 54
2023
Q3 		$28.3M Sell
379,092
-308,806
-45% -$23.9M 12.46% 1
2023
Q2 		$52.9M Buy
687,898
+681,736
+11,064% +$49.6M 21.59% 1
2023
Q1 		$829K Buy
+6,162
New +$425K 0.95% 19

Other funds holding QQQE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

RFP Financial Group's QQQE Position: Q4 2025 in Review

RFP Financial Group sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2025, closing a stake of 2,985 shares — an estimated $289K sold.

RFP Financial Group first reported a position in QQQE in Q1 2023 and held it in 9 quarters. The position peaked at $52.9M in Q2 2023. 199 funds tracked by Wall St. Rank hold QQQE as of Q4 2025.

  • RFP Financial Group reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 2,985 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2025, an estimated $289K.
  • RFP Financial Group first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2023 and held it in 9 quarters.
  • RFP Financial Group's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $52.9M in Q2 2023.
  • 199 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.