Purchases and Sales Made in Q2 2023 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q2 2023. The information is specifically focused on institutions that hold shares of DIREXION NASDAQ-100 EQUAL WEIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
682K+ 11063.55% |
$47.2M - $52.8M
|
688K
$64.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
274K+ 189.54% |
$19M - $21.2M
|
419K
$39.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
161K+ 200.49% |
$11.1M - $12.4M
|
241K
$22.6M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
66.8K+ 789.88% |
$4.62M - $5.17M
|
75.3K
$7.08M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.7K+ 44.26% |
$3.65M - $4.08M
|
172K
$16.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
51.8KNew |
$3.58M - $4.01M
|
51.8K
$4.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.8K+ 85.62% |
$2.61M - $2.92M
|
81.9K
$7.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37K+ 17.53% |
$2.56M - $2.87M
|
248K
$23.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 101.38% |
$2.39M - $2.68M
|
68.8K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.5K+ 377.26% |
$1.56M - $1.74M
|
28.5K
$2.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
18.7KNew |
$1.29M - $1.44M
|
18.7K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17K+ 79.18% |
$1.17M - $1.31M
|
38.4K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
16.7K+ 545.29% |
$1.15M - $1.29M
|
19.7K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.8K+ 6.97% |
$1.09M - $1.22M
|
243K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8KNew |
$1.09M - $1.22M
|
15.8K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.3KNew |
$989K - $1.11M
|
14.3K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6K+ 111.94% |
$944K - $1.06M
|
25.8K
$2.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
12.7K+ 90.84% |
$881K - $986K
|
26.8K
$2.52M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.5K+ 188.71% |
$866K - $969K
|
19.2K
$1.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.5K+ 122.03% |
$723K - $809K
|
19K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.49K+ 25.45% |
$656K - $734K
|
46.8K
$4.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.17K+ 97.42% |
$635K - $710K
|
18.6K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.5K+ 27.2% |
$588K - $658K
|
39.7K
$3.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.2K+ 3.12% |
$567K - $635K
|
271K
$25.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
7.74K+ 2.93% |
$535K - $599K
|
272K
$25.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.66K+ 21.42% |
$530K - $593K
|
43.4K
$4.09M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6.41KNew |
$444K - $496K
|
6.41K
$603K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
6.05KNew |
$419K - $469K
|
6.05K
$569K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.37K+ 9.36% |
$371K - $416K
|
62.7K
$5.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.19KNew |
$359K - $402K
|
5.19K
$488K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.98KNew |
$275K - $308K
|
3.98K
$374K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.68K+ 103.58% |
$254K - $285K
|
7.23K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.18KNew |
$220K - $246K
|
3.18K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.79KNew |
$193K - $216K
|
2.79K
$262K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.64KNew |
$182K - $204K
|
2.64K
$248K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
867+ 10.03% |
$60K - $67.1K
|
9.52K
$895K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
744+ 96.12% |
$51.5K - $57.6K
|
1.52K
$143K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
492+ 5.24% |
$34K - $38.1K
|
9.87K
$929K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
271+ 1.89% |
$18.7K - $21K
|
14.6K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
194+ 6.58% |
$13.4K - $15K
|
3.14K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
149+ 2.17% |
$10.3K - $11.5K
|
7.01K
$659K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
140+ 3.89% |
$9.68K - $10.8K
|
3.74K
$352K
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
92+ 0.06% |
$6.36K - $7.12K
|
156K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33New |
$2.28K - $2.55K
|
33
$3.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 0.34% |
$761 - $852
|
3.26K
$307K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.19% |
$484 - $542
|
3.62K
$341K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.05% |
$484 - $542
|
14.8K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$346 - $387
|
2.9K
$273K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.05% |
$208 - $232
|
6.28K
$591K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.07% |
$138 - $155
|
2.89K
$272K
|