SFC
QQQE icon

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

Strategic Financial Concepts’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
2024
Q3 		– Sell
-17,657
Closed -$203 – 603
2024
Q2 		$203 Buy
+17,657
New +$1.54M ﹤0.01% 715

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Financial Concepts's QQQE Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2024, closing a stake of 17,657 shares — an estimated $203 sold.

Strategic Financial Concepts first reported a position in QQQE in Q2 2024 and held it in 1 quarter. The position peaked at $203 in Q2 2024. 217 funds tracked by Wall St. Rank hold QQQE as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 17,657 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2024, an estimated $203.
  • Strategic Financial Concepts first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $203 in Q2 2024.
  • 217 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.