SRH Advisors
QQQE icon

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

SRH 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
Q3 		$24.4K Hold
203
– – 0.01% 173
2026
Q2 		$24.8K Hold
203
– – 0.01% 175
2026
Q1 		$20K Hold
203
– – 0.01% 179
2025
Q4 		$20.8K Hold
203
– – 0.01% 177
2025
Q3 		$20.6K Buy
+203
New +$20.1K 0.01% 171

Other funds holding QQQE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Endurance Services Ltd
Endurance Services Ltd Purchase, New York $655M AUM 7.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LeConte Wealth Management
LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

SRH Advisors's QQQE Position: Q3 2026 in Review

SRH Advisors held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q3 2026 at 203 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #173.

SRH Advisors first reported a position in QQQE in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.8K in Q2 2026. 142 funds tracked by Wall St. Rank hold QQQE as of Q3 2026.

  • SRH Advisors held 203 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $24.4K as of Q3 2026.
  • SRH Advisors left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q3 2026.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of SRH Advisors's portfolio in Q3 2026, its #173 holding.
  • SRH Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2025 and has held it in 5 quarters since.
  • SRH Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $24.8K in Q2 2026.
  • 142 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.