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Transamerica Financial Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Transamerica Financial Advisors’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
2019
Q3 		– Sell
-125
Closed -$7K – 425
2019
Q2 		$7K Buy
+125
New +$6.08K ﹤0.01% 322

Other funds holding QQQE

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return

Transamerica Financial Advisors's QQQE Position: Q3 2019 in Review

Transamerica Financial Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q3 2019, closing a stake of 125 shares — an estimated $7K sold.

Transamerica Financial Advisors first reported a position in QQQE in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 50 funds tracked by Wall St. Rank hold QQQE as of Q3 2019.

  • Transamerica Financial Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q3 2019 after selling out during the quarter.
  • Transamerica Financial Advisors sold 125 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q3 2019, an estimated $7K.
  • Transamerica Financial Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2019 and held it in 1 quarter.
  • Transamerica Financial Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $7K in Q2 2019.
  • 50 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2019.

Based on Transamerica Financial Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.