WWM
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Wolff Wiese Magana’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Wolff Wiese Magana’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
-345
Closed -$25.8K – 817
2023
Q3 		$25.8K Buy
+345
New +$26.7K 0.02% 247

Other funds holding QQQE

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Wolff Wiese Magana's QQQE Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2023, closing a stake of 345 shares — an estimated $25.8K sold.

Wolff Wiese Magana first reported a position in QQQE in Q3 2023 and held it in 1 quarter. The position peaked at $25.8K in Q3 2023. 180 funds tracked by Wall St. Rank hold QQQE as of Q4 2023.

  • Wolff Wiese Magana reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 345 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2023, an estimated $25.8K.
  • Wolff Wiese Magana first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q3 2023 and held it in 1 quarter.
  • Wolff Wiese Magana's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $25.8K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.