Sowell Financial Services’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Sowell Financial Services’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	$734K	Sell	6,013 -16	-0.3%	-$1.8K	0.02%	541
2026 Q1	$594K	Sell	6,029 -699	-10%	-$71.7K	0.02%	585
2025 Q4	$688K	Sell	6,728 -77	-1%	-$7.88K	0.03%	548
2025 Q3	$691K	Sell	6,805 -996	-13%	-$98.6K	0.03%	539
2025 Q2	$767K	Sell	7,801 -552	-7%	-$50K	0.03%	493
2025 Q1	$728K	Buy	+8,353	New	+$769K	0.03%	487
2023 Q2	–	Sell	-32,519	Closed	-$2.36M	–	769
2023 Q1	$2.36M	Buy	+32,519	New	+$2.25M	0.18%	132
2021 Q1	–	Sell	-222	Closed	-$17K	–	3264
2020 Q4	$17K	Buy	222 +140	+171%	+$9.74K	﹤0.01%	1807
2020 Q3	$5K	Buy	+82	New	+$5.18K	﹤0.01%	2010

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

Sowell Financial Services's QQQE Position: Q2 2026 in Review

Sowell Financial Services reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 0.27% in Q2 2026, selling an estimated $1.8K and leaving 6,013 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #541.

Sowell Financial Services first reported a position in QQQE in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.36M in Q1 2023. 215 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

Sowell Financial Services held 6,013 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $734K as of Q2 2026.
Sowell Financial Services sold 16 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $1.8K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #541 holding.
Sowell Financial Services first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2020 and has held it in 9 quarters since.
Sowell Financial Services's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2.36M in Q1 2023.
215 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.