Sigma Planning Corp’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-2,322	Closed	-$228K	–	1367
2025 Q2	$228K	Sell	2,322 -1,148	-33%	-$104K	0.01%	1116
2025 Q1	$303K	Sell	3,470 -1,977	-36%	-$182K	0.01%	945
2024 Q4	$489K	Sell	5,447 -742	-12%	-$68.4K	0.02%	751
2024 Q3	$558K	Sell	6,189 -17,382	-74%	-$1.53M	0.02%	702
2024 Q2	$2.09M	Buy	23,571 +1,845	+8%	+$161K	0.07%	282
2024 Q1	$1.94M	Buy	21,726 +13,937	+179%	+$1.21M	0.06%	325
2023 Q4	$659K	Buy	7,789 +4,389	+129%	+$340K	0.05%	373
2023 Q3	$254K	Buy	+3,400	New	+$263K	0.01%	995
2022 Q2	–	Sell	-3,471	Closed	-$268K	–	1403
2022 Q1	$268K	Buy	+3,471	New	+$265K	0.01%	1114

Other funds holding QQQE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Sigma Planning Corp's QQQE Position: Q3 2025 in Review

Sigma Planning Corp sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2025, closing a stake of 2,322 shares — an estimated $228K sold.

Sigma Planning Corp first reported a position in QQQE in Q1 2022 and held it in 9 quarters. The position peaked at $2.09M in Q2 2024. 193 funds tracked by Wall St. Rank hold QQQE as of Q3 2025.

Sigma Planning Corp reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2025 after selling out during the quarter.
Sigma Planning Corp sold 2,322 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2025, an estimated $228K.
Sigma Planning Corp first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2022 and held it in 9 quarters.
Sigma Planning Corp's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2.09M in Q2 2024.
193 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.