Fulcrum Equity Management Direxion Nasdaq 100 Equal Weig Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 06, 2023	BUY	$63.51 - $73.08 $477,404 - $549,342	7,517 New	7,517 $545,000

Others Institutions Holding QQQE

# of Institutions

231

Shares Held

8.72M

Call Options Held

21.4K

Put Options Held

202K

Goldman Sachs Group Inc New York, NY

1.16M
Shares

$106 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

668K
Shares

$60.8 Million
0.02% of portfolio
Total Investment Management Inc Scottsdale, AZ

661K
Shares

$60.2 Million
6.68% of portfolio
Morgan Stanley New York, NY

631K
Shares

$57.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

548K
Shares

$49.9 Million
0.0% of portfolio

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
Sector ETFs
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