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

USAdvisors 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
2018
Q4 		– Sell
-11,799
Closed -$558K – 64
2018
Q3 		$558K Buy
11,799
+3,568
+43% +$167K 0.4% 32
2018
Q2 		$371K Buy
+8,231
New +$368K 0.28% 42

Other funds holding QQQE

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

USAdvisors Wealth Management's QQQE Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2018, closing a stake of 11,799 shares — an estimated $558K sold.

USAdvisors Wealth Management first reported a position in QQQE in Q2 2018 and held it in 2 quarters. The position peaked at $558K in Q3 2018. 42 funds tracked by Wall St. Rank hold QQQE as of Q4 2018.

  • USAdvisors Wealth Management reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 11,799 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2018, an estimated $558K.
  • USAdvisors Wealth Management first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2018 and held it in 2 quarters.
  • USAdvisors Wealth Management's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $558K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2018.

Based on USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.