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

Tradition Wealth 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
2026
Q2 		$1.32M Sell
10,792
-256
-2% -$28.9K 0.08% 188
2026
Q1 		$1.09M Sell
11,048
-4,916
-31% -$504K 0.08% 187
2025
Q4 		$1.63M Sell
15,964
-583
-4% -$59.7K 0.12% 150
2025
Q3 		$1.68M Buy
16,547
+2
+0% +$198 0.12% 149
2025
Q2 		$1.63M Sell
16,545
-2,389
-13% -$217K 0.13% 146
2025
Q1 		$1.65M Buy
18,934
+938
+5% +$86.4K 0.15% 133
2024
Q4 		$1.62M Buy
17,996
+1,747
+11% +$161K 0.14% 130
2024
Q3 		$1.47M Buy
16,249
+1,933
+14% +$170K 0.13% 136
2024
Q2 		$1.27M Buy
14,316
+6,843
+92% +$596K 0.12% 138
2024
Q1 		$667K Buy
7,473
+1,610
+27% +$140K 0.07% 181
2023
Q4 		$496K Buy
5,863
+1,702
+41% +$132K 0.05% 194
2023
Q3 		$311K Buy
4,161
+1
+0% +$77 0.04% 248
2023
Q2 		$320K Buy
4,160
+1
+0% +$73 0.04% 241
2023
Q1 		$302K Buy
4,159
+472
+13% +$32.6K 0.04% 240
2022
Q4 		$235K Buy
3,687
+1,268
+52% +$81.5K 0.03% 248
2022
Q3 		$146K Buy
2,419
+1
+0% +$67 0.02% 304
2022
Q2 		$152K Buy
2,418
+1
+0% +$68 0.02% 300
2022
Q1 		$187K Sell
2,417
-572
-19% -$43.7K 0.02% 306
2021
Q4 		$255K Buy
2,989
+35
+1% +$3.01K 0.03% 268
2021
Q3 		$245K Buy
2,954
+1
+0% +$85 0.03% 248
2021
Q2 		$247K Buy
2,953
+1
+0% +$80 0.04% 253
2021
Q1 		$227K Sell
2,952
-2,534
-46% -$195K 0.04% 235
2020
Q4 		$412K Buy
+5,486
New +$382K 0.08% 165

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Tradition Wealth Management's QQQE Position: Q2 2026 in Review

Tradition Wealth Management reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 2.3% in Q2 2026, selling an estimated $28.9K and leaving 10,792 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #188.

Tradition Wealth Management first reported a position in QQQE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.68M in Q3 2025. 219 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Tradition Wealth Management held 10,792 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $1.32M as of Q2 2026.
  • Tradition Wealth Management sold 256 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2026, an estimated $28.9K.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.08% of Tradition Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Tradition Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $1.68M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.