Zimmermann Investment Management & Planning’s Direxion NASDAQ-100 Equal Weighted Index ETF QQQE Stock Holding History

Zimmermann Investment Management & Planning’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	-3,081	Closed	-$278K	–	106
2024 Q3	$278K	Sell	3,081 -3,427	-53%	-$302K	0.09%	117
2024 Q2	$578K	Sell	6,508 -4,782	-42%	-$416K	0.19%	73
2024 Q1	$1.01M	Sell	11,290 -1,462	-11%	-$127K	0.36%	60
2023 Q4	$1.08M	Sell	12,752 -5,761	-31%	-$446K	0.44%	46
2023 Q3	$1.38M	Sell	18,513 -44,196	-70%	-$3.42M	0.66%	43
2023 Q2	$4.83M	Buy	62,709 +5,368	+9%	+$390K	2.24%	12
2023 Q1	$4.16M	Buy	57,341 +51,073	+815%	+$3.53M	2.17%	13
2022 Q4	$400K	Buy	+6,268	New	+$403K	0.23%	66

Other funds holding QQQE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zimmermann Investment Management & Planning's QQQE Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) in Q4 2024, closing a stake of 3,081 shares — an estimated $278K sold.

Zimmermann Investment Management & Planning first reported a position in QQQE in Q4 2022 and held it in 8 quarters. The position peaked at $4.83M in Q2 2023. 228 funds tracked by Wall St. Rank hold QQQE as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Direxion NASDAQ-100 Equal Weighted Index ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 3,081 Direxion NASDAQ-100 Equal Weighted Index ETF shares in Q4 2024, an estimated $278K.
Zimmermann Investment Management & Planning first reported a position in Direxion NASDAQ-100 Equal Weighted Index ETF in Q4 2022 and held it in 8 quarters.
Zimmermann Investment Management & Planning's Direxion NASDAQ-100 Equal Weighted Index ETF position peaked at $4.83M in Q2 2023.
228 funds tracked by Wall St. Rank held Direxion NASDAQ-100 Equal Weighted Index ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.