Steward Partners Investment Advisory’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Steward Partners Investment Advisory’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 Q1	$501K	Sell	5,084 -161	-3%	-$16.5K	﹤0.01%	1529
2025 Q4	$537K	Buy	5,245 +652	+14%	+$66.8K	﹤0.01%	1385
2025 Q3	$467K	Buy	4,593 +4,501	+4,892%	+$445K	﹤0.01%	1418
2025 Q2	$9.04K	Hold	92	–	–	﹤0.01%	3258
2025 Q1	$8.02K	Hold	92	–	–	﹤0.01%	3187
2024 Q4	$8.26K	Hold	92	–	–	﹤0.01%	3176
2024 Q3	$8.3K	Sell	92 -341	-79%	-$30.1K	﹤0.01%	3019
2024 Q2	$38.4K	Buy	433 +92	+27%	+$8.01K	﹤0.01%	2227
2024 Q1	$30.4K	Hold	341	–	–	﹤0.01%	2335
2023 Q4	$28.9K	Hold	341	–	–	﹤0.01%	2220
2023 Q3	$25.5K	Hold	341	–	–	﹤0.01%	2196
2023 Q2	$26.3K	Hold	341	–	–	﹤0.01%	2159
2023 Q1	$24.7K	Hold	341	–	–	﹤0.01%	2160
2022 Q4	$21.8K	Hold	341	–	–	﹤0.01%	2203
2022 Q3	$21K	Hold	341	–	–	﹤0.01%	2211
2022 Q2	$21K	Hold	341	–	–	﹤0.01%	2209
2022 Q1	$26K	Sell	341 -75	-18%	-$5.74K	﹤0.01%	2244
2021 Q4	$35K	Buy	+416	New	+$35.8K	﹤0.01%	2069

Other funds holding QQQE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IFG

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's QQQE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 3.1% in Q1 2026, selling an estimated $16.5K and leaving 5,084 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Steward Partners Investment Advisory first reported a position in QQQE in Q4 2021 and has held it in 18 quarters since. The position peaked at $537K in Q4 2025. 196 funds tracked by Wall St. Rank hold QQQE as of Q1 2026.

Steward Partners Investment Advisory held 5,084 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $501K as of Q1 2026.
Steward Partners Investment Advisory sold 161 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2026, an estimated $16.5K.
Direxion NASDAQ-100 Equal Weighted Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1529 holding.
Steward Partners Investment Advisory first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2021 and has held it in 18 quarters since.
Steward Partners Investment Advisory's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $537K in Q4 2025.
196 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.