Wintrust Investments’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Wintrust Investments’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
2024 Q4	–	Sell	-288	Closed	-$26K	–	496
2024 Q3	$26K	Sell	288 -2,347	-89%	-$207K	0.02%	435
2024 Q2	$234K	Hold	2,635	–	–	0.02%	422
2024 Q1	$235K	Buy	2,635 +160	+6%	+$13.9K	0.02%	419
2023 Q4	$209K	Buy	+2,475	New	+$192K	0.02%	422

Other funds holding QQQE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

ESL

Endurance Services Ltd Purchase, New York $653M AUM 11.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wintrust Investments's QQQE Position: Q4 2024 in Review

Wintrust Investments sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2024, closing a stake of 288 shares — an estimated $26K sold.

Wintrust Investments first reported a position in QQQE in Q4 2023 and held it in 4 quarters. The position peaked at $235K in Q1 2024. 229 funds tracked by Wall St. Rank hold QQQE as of Q4 2024.

Wintrust Investments reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 288 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2024, an estimated $26K.
Wintrust Investments first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2023 and held it in 4 quarters.
Wintrust Investments's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $235K in Q1 2024.
229 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.