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UMB Bank’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

UMB Bank’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
Q1 		– Sell
-10
Closed -$846 – 2178
2023
Q4 		$846 Buy
+10
New +$774 ﹤0.01% 1543

Other funds holding QQQE

Goldman Sachs
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UMB Bank's QQQE Position: Q1 2024 in Review

UMB Bank sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2024, closing a stake of 10 shares — an estimated $846 sold.

UMB Bank first reported a position in QQQE in Q4 2023 and held it in 1 quarter. The position peaked at $846 in Q4 2023. 208 funds tracked by Wall St. Rank hold QQQE as of Q1 2024.

  • UMB Bank reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 10 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2024, an estimated $846.
  • UMB Bank first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2023 and held it in 1 quarter.
  • UMB Bank's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $846 in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.