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Welch & Forbes’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Welch & Forbes’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
2025
Q2 		– Sell
-6,975
Closed -$608K – 381
2025
Q1 		$608K Hold
6,975
– – 0.01% 255
2024
Q4 		$626K Hold
6,975
– – 0.01% 260
2024
Q3 		$629K Hold
6,975
– – 0.01% 264
2024
Q2 		$626K Hold
6,975
– – 0.01% 259
2024
Q1 		$622K Buy
+6,975
New +$605K 0.01% 265

Other funds holding QQQE

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
ESL
Endurance Services Ltd Purchase, New York $594M AUM 8.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Welch & Forbes's QQQE Position: Q2 2025 in Review

Welch & Forbes sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q2 2025, closing a stake of 6,975 shares — an estimated $608K sold.

Welch & Forbes first reported a position in QQQE in Q1 2024 and held it in 5 quarters. The position peaked at $629K in Q3 2024. 208 funds tracked by Wall St. Rank hold QQQE as of Q2 2025.

  • Welch & Forbes reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q2 2025 after selling out during the quarter.
  • Welch & Forbes sold 6,975 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q2 2025, an estimated $608K.
  • Welch & Forbes first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q1 2024 and held it in 5 quarters.
  • Welch & Forbes's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $629K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q2 2025.

Based on Welch & Forbes's 13F filing for Q2 2025, filed 5 Aug 2025.