VWA
QQQE icon

V Wealth Advisors’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

V Wealth 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
2023
Q2 		– Sell
-4,129
Closed -$300K – 402
2023
Q1 		$300K Buy
+4,129
New +$285K 0.06% 289

Other funds holding QQQE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

V Wealth Advisors's QQQE Position: Q2 2023 in Review

V Wealth Advisors sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2023, closing a stake of 4,129 shares — an estimated $300K sold.

V Wealth Advisors first reported a position in QQQE in Q1 2023 and held it in 1 quarter. The position peaked at $300K in Q1 2023. 131 funds tracked by Wall St. Rank hold QQQE as of Q2 2023.

  • V Wealth Advisors reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2023 after selling out during the quarter.
  • V Wealth Advisors sold 4,129 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2023, an estimated $300K.
  • V Wealth Advisors first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2023 and held it in 1 quarter.
  • V Wealth Advisors's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $300K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.