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Sage Mountain Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Sage Mountain 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
2022
Q3 		– Sell
-10,660
Closed -$671K – 398
2022
Q2 		$671K Hold
10,660
– – 0.12% 161
2022
Q1 		$825K Hold
10,660
– – 0.13% 147
2021
Q4 		$909K Buy
+10,660
New +$917K 0.11% 160

Other funds holding QQQE

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Mountain Advisors's QQQE Position: Q3 2022 in Review

Sage Mountain Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2022, closing a stake of 10,660 shares — an estimated $671K sold.

Sage Mountain Advisors first reported a position in QQQE in Q4 2021 and held it in 3 quarters. The position peaked at $909K in Q4 2021. 104 funds tracked by Wall St. Rank hold QQQE as of Q3 2022.

  • Sage Mountain Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 10,660 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2022, an estimated $671K.
  • Sage Mountain Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2021 and held it in 3 quarters.
  • Sage Mountain Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $909K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2022.

Based on Sage Mountain Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.