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WR Wealth Planners’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

WR Wealth Planners’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 		$124K Sell
1,382
-1,157
-46% -$107K 0.04% 205
2024
Q3 		$229K Buy
2,539
+657
+35% +$57.9K 0.06% 163
2024
Q2 		$167K Buy
1,882
+404
+27% +$35.2K 0.05% 193
2024
Q1 		$132K Buy
+1,478
New +$128K 0.04% 224
2023
Q3 		– Sell
-57
Closed -$4.38K – 937
2023
Q2 		$4.38K Buy
+57
New +$4.14K ﹤0.01% 698

Other funds holding QQQE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 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

WR Wealth Planners's QQQE Position: Q4 2024 in Review

WR Wealth Planners reduced its Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) stake by 46% in Q4 2024, selling an estimated $107K and leaving 1,382 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #205.

WR Wealth Planners first reported a position in QQQE in Q2 2023 and has held it in 5 quarters since. The position peaked at $229K in Q3 2024. 228 funds tracked by Wall St. Rank hold QQQE as of Q4 2024.

  • WR Wealth Planners held 1,382 shares of Direxion NASDAQ-100 Equal Weighted Index ETF worth $124K as of Q4 2024.
  • WR Wealth Planners sold 1,157 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2024, an estimated $107K.
  • Direxion NASDAQ-100 Equal Weighted Index ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #205 holding.
  • WR Wealth Planners first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q2 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $229K in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.