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Wealth Enhancement & Preservation of GA’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Wealth Enhancement & Preservation of GA’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
2022
Q1 		– Sell
-26,425
Closed -$2.25M – 55
2021
Q4 		$2.25M Buy
+26,425
New +$2.27M 1.52% 14

Other funds holding QQQE

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's QQQE Position: Q1 2022 in Review

Wealth Enhancement & Preservation of GA sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q1 2022, closing a stake of 26,425 shares — an estimated $2.25M sold.

Wealth Enhancement & Preservation of GA first reported a position in QQQE in Q4 2021 and held it in 1 quarter. The position peaked at $2.25M in Q4 2021. 105 funds tracked by Wall St. Rank hold QQQE as of Q1 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 26,425 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q1 2022, an estimated $2.25M.
  • Wealth Enhancement & Preservation of GA first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $2.25M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q1 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2022, filed 6 May 2022.