StoneCrest Wealth Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

StoneCrest Wealth Management’s Portfolio QQEW Stock Details QQEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-41,168	Closed	-$5.08M	–	62
2024 Q2	$5.08M	Sell	41,168 -11,541	-22%	-$1.4M	3.87%	9
2024 Q1	$6.53M	Sell	52,709 -1,930	-4%	-$232K	5.65%	4
2023 Q4	$6.42M	Buy	+54,639	New	+$5.88M	6.15%	2

Other funds holding QQEW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

StoneCrest Wealth Management's QQEW Position: Q3 2024 in Review

StoneCrest Wealth Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q3 2024, closing a stake of 41,168 shares — an estimated $5.08M sold.

StoneCrest Wealth Management first reported a position in QQEW in Q4 2023 and held it in 3 quarters. The position peaked at $6.53M in Q1 2024. 222 funds tracked by Wall St. Rank hold QQEW as of Q3 2024.

StoneCrest Wealth Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q3 2024 after selling out during the quarter.
StoneCrest Wealth Management sold 41,168 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q3 2024, an estimated $5.08M.
StoneCrest Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2023 and held it in 3 quarters.
StoneCrest Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $6.53M in Q1 2024.
222 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q3 2024.

Based on StoneCrest Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.