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Sonora Investment Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Sonora Investment Management’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
2021
Q3 		$2K Hold
20
– – ﹤0.01% 1004
2021
Q2 		$2K Hold
20
– – ﹤0.01% 910
2021
Q1 		$2K Hold
20
– – ﹤0.01% 1668
2020
Q4 		$2K Buy
+20
New +$1.39K ﹤0.01% 1593

Other funds holding QQQE

EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return

Sonora Investment Management's QQQE Position: Q3 2021 in Review

Sonora Investment Management held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q3 2021 at 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Sonora Investment Management first reported a position in QQQE in Q4 2020 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold QQQE as of Q3 2021.

  • Sonora Investment Management held 20 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $2K as of Q3 2021.
  • Sonora Investment Management left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q3 2021.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #1004 holding.
  • Sonora Investment Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2020 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.