Sax Wealth Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Sax Wealth 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
2026 Q2	$675K	Hold	6,854	–	–	0.03%	280
2026 Q1	$701K	Hold	6,854	–	–	0.03%	237
2025 Q4	$701K	Hold	6,854	–	–	0.03%	242
2025 Q3	$696K	Hold	6,854	–	–	0.04%	223
2025 Q2	$674K	Sell	6,854 -240	-3%	-$21.8K	0.04%	218
2025 Q1	$619K	Hold	7,094	–	–	0.04%	190
2024 Q4	$637K	Hold	7,094	–	–	0.05%	169
2024 Q3	$640K	Buy	7,094 +1,553	+28%	+$137K	0.06%	134
2024 Q2	$492K	Sell	5,541 -364	-6%	-$31.7K	0.05%	145
2024 Q1	$527K	Hold	5,905	–	–	0.06%	109
2023 Q4	$500K	Buy	+5,905	New	+$457K	0.08%	123

Other funds holding QQQE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sax Wealth Advisors's QQQE Position: Q2 2026 in Review

Sax Wealth Advisors held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q2 2026 at 6,854 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #280.

Sax Wealth Advisors first reported a position in QQQE in Q4 2023 and has held it in 11 quarters since. The position peaked at $701K in Q1 2026. 219 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

Sax Wealth Advisors held 6,854 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $675K as of Q2 2026.
Sax Wealth Advisors left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q2 2026.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #280 holding.
Sax Wealth Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2023 and has held it in 11 quarters since.
Sax Wealth Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $701K in Q1 2026.
219 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.