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Wagner Wealth Management (South Carolina)’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$10K Hold
202
– – 0.01% 423
2018
Q2 		$9K Hold
202
– – 0.01% 412
2018
Q1 		$9K Hold
202
– – 0.01% 381
2017
Q4 		$9K Buy
+202
New +$8.57K 0.01% 424

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 $1.16B AUM 28.78% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s QQQE Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) position steady in Q3 2018 at 202 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #423.

Wagner Wealth Management (South Carolina) first reported a position in QQQE in Q4 2017 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold QQQE as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 202 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $10K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Direxion NASDAQ-100 Equal Weighted Index ETF share count unchanged in Q3 2018.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #423 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2017 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.