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SageView Advisory Group’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

SageView Advisory 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
2024
Q1 		– Sell
-3,550
Closed -$307K – 741
2023
Q4 		$307K Buy
+3,550
New +$275K 0.01% 505

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's QQQE Position: Q1 2024 in Review

SageView Advisory Group sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2024, closing a stake of 3,550 shares — an estimated $307K sold.

SageView Advisory Group first reported a position in QQQE in Q4 2023 and held it in 1 quarter. The position peaked at $307K in Q4 2023. 208 funds tracked by Wall St. Rank hold QQQE as of Q1 2024.

  • SageView Advisory Group reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 3,550 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2024, an estimated $307K.
  • SageView Advisory Group first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2023 and held it in 1 quarter.
  • SageView Advisory Group's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $307K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.