Stifel Financial
QQQE icon

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

Stifel Financial’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 		$1.01M Buy
10,205
+7,340
+256% +$753K ﹤0.01% 2453
2025
Q4 		$293K Buy
2,865
+364
+15% +$37.3K ﹤0.01% 3173
2025
Q3 		$254K Sell
2,501
-1,558
-38% -$154K ﹤0.01% 3217
2025
Q2 		$399K Sell
4,059
-24
-0.6% -$2.18K ﹤0.01% 2892
2025
Q1 		$356K Buy
4,083
+1,146
+39% +$106K ﹤0.01% 2884
2024
Q4 		$264K Buy
2,937
+102
+4% +$9.41K ﹤0.01% 3028
2024
Q3 		$256K Buy
2,835
+509
+22% +$44.9K ﹤0.01% 3033
2024
Q2 		$206K Sell
2,326
-98
-4% -$8.54K ﹤0.01% 3096
2024
Q1 		$216K Buy
+2,424
New +$210K ﹤0.01% 3065
2018
Q4 		– Sell
-17,671
Closed -$840K – 2782
2018
Q3 		$840K Buy
17,671
+1,100
+7% +$51.6K ﹤0.01% 1792
2018
Q2 		$748K Buy
16,571
+3,288
+25% +$147K ﹤0.01% 1808
2018
Q1 		$584K Buy
13,283
+3,112
+31% +$141K ﹤0.01% 1880
2017
Q4 		$438K Buy
10,171
+2,218
+28% +$94.1K ﹤0.01% 1990
2017
Q3 		$329K Buy
+7,953
New +$323K ﹤0.01% 2108

Other funds holding QQQE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return