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Venture Visionary Partners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Venture Visionary Partners’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
Q4 		– Sell
-4,619
Closed -$345K – 557
2023
Q3 		$345K Buy
+4,619
New +$358K 0.02% 394

Other funds holding QQQE

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Venture Visionary Partners's QQQE Position: Q4 2023 in Review

Venture Visionary Partners sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2023, closing a stake of 4,619 shares — an estimated $345K sold.

Venture Visionary Partners first reported a position in QQQE in Q3 2023 and held it in 1 quarter. The position peaked at $345K in Q3 2023. 180 funds tracked by Wall St. Rank hold QQQE as of Q4 2023.

  • Venture Visionary Partners reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2023 after selling out during the quarter.
  • Venture Visionary Partners sold 4,619 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2023, an estimated $345K.
  • Venture Visionary Partners first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2023 and held it in 1 quarter.
  • Venture Visionary Partners's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $345K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2023.

Based on Venture Visionary Partners's 13F filing for Q4 2023, filed 24 Jan 2024.