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Stonegate Management’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Stonegate Management’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
2025
Q4 		– Sell
-34,830
Closed -$3.54M – 45
2025
Q3 		$3.54M Buy
+34,830
New +$3.45M 2.34% 10

Other funds holding QQQE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
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
FFG
Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

Stonegate Management's QQQE Position: Q4 2025 in Review

Stonegate Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2025, closing a stake of 34,830 shares — an estimated $3.54M sold.

Stonegate Management first reported a position in QQQE in Q3 2025 and held it in 1 quarter. The position peaked at $3.54M in Q3 2025. 199 funds tracked by Wall St. Rank hold QQQE as of Q4 2025.

  • Stonegate Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2025 after selling out during the quarter.
  • Stonegate Management sold 34,830 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2025, an estimated $3.54M.
  • Stonegate Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2025 and held it in 1 quarter.
  • Stonegate Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $3.54M in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2025.

Based on Stonegate Management's 13F filing for Q4 2025.