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

Toth Financial 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
2024 Q2	–	Sell	-18	Closed	-$1.61K	–	780
2024 Q1	$1.61K	Hold	18	–	–	﹤0.01%	628
2023 Q4	$1.52K	Hold	18	–	–	﹤0.01%	650
2023 Q3	$1.35K	Sell	18 -5	-22%	-$387	﹤0.01%	689
2023 Q2	$1.77K	Buy	23 +1	+5%	+$73	﹤0.01%	648
2023 Q1	$1.6K	Buy	22 +1	+5%	+$69	﹤0.01%	691
2022 Q4	$1.34K	Hold	21	–	–	﹤0.01%	641
2022 Q3	$1K	Buy	21 +1	+5%	+$67	﹤0.01%	716
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	666
2022 Q1	$2K	Buy	+20	New	+$1.53K	﹤0.01%	640

Other funds holding QQQE

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

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

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

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

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

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

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Toth Financial Advisory's QQQE Position: Q2 2024 in Review

Toth Financial Advisory sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2024, closing a stake of 18 shares — an estimated $1.61K sold.

Toth Financial Advisory first reported a position in QQQE in Q1 2022 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 204 funds tracked by Wall St. Rank hold QQQE as of Q2 2024.

Toth Financial Advisory reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2024 after selling out during the quarter.
Toth Financial Advisory sold 18 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2024, an estimated $1.61K.
Toth Financial Advisory first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2022 and held it in 9 quarters.
Toth Financial Advisory's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2K in Q1 2022.
204 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.