Cascade Wealth Advisors, Inc Direxion Nasdaq 100 Equal Weig Transaction History

Cascade Wealth Advisors, Inc

$177 Billion
Q2 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 2,555 shares of QQQE stock, worth $261,683. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,555

Previous 3,205 20.28%

Holding current value

$261,683

Previous $269 Million 7.15%

% of portfolio

0.14%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$76.98 - $98.31 $50,037 - $63,901	-650 Reduced 20.28%	2,555 $249 Million
Q1 2025 May 09, 2025	SELL	$86.24 - $97.98 $129,359 - $146,970	-1,500 Reduced 31.88%	3,205 $269 Million
Q4 2024 Feb 05, 2025	SELL	$89.01 - $96.24 $261,956 - $283,234	-2,943 Reduced 38.48%	4,705 $422 Million
Q3 2024 Oct 15, 2024	SELL	$82.41 - $92.06 $123,779 - $138,274	-1,502 Reduced 16.42%	7,648 $690 Million
Q2 2024 Jul 26, 2024	SELL	$82.8 - $89.44 $948,722 - $1.02 Million	-11,458 Reduced 55.6%	9,150 $792 Million
Q1 2024 Apr 15, 2024	BUY	$82.13 - $89.46 $1.69 Million - $1.84 Million	20,608 New	20,608 $1.77 Billion

Others Institutions Holding QQQE

# of Institutions

232

Shares Held

6.79M

Call Options Held

62.2K

Put Options Held

10.8K

View Full List

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
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Cascade Wealth Advisors, Inc Direxion Nasdaq 100 Equal Weig Transaction History