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Evelyn Partners Group Ltd’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Evelyn Partners Group Ltd’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 		$1.2M Buy
+9,800
New +$1.11M ﹤0.01% 166

Other funds holding QQQE

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Evelyn Partners Group Ltd's QQQE Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2026: 9,800 shares worth $1.2M. The stake represents ﹤0.01% of the portfolio and ranks #166 among its holdings.

127 funds tracked by Wall St. Rank hold QQQE as of Q2 2026.

  • Evelyn Partners Group Ltd held 9,800 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $1.2M as of Q2 2026.
  • Direxion NASDAQ-100 Equal Weighted Index ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #166 holding.
  • 127 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.