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 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2+ 0.24% |
$138 - $155
|
851
$80.1K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$69.2 - $77.4
|
1
$94.1
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.28% |
$69.2 - $77.4
|
352
$33.1K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$69.2 - $77.4
|
4.16K
$391K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.85% |
$69.2 - $77.4
|
118
$11.1K
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.31% |
$69.2 - $77.4
|
323
$30.4K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 4.55% |
$69.2 - $77.4
|
23
$2.16K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$69.2 - $77.4
|
1.2K
$113K
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-28- 0.56% |
$1.94K - $2.17K
|
5.02K
$472K
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-49- 1.45% |
$3.39K - $3.79K
|
3.34K
$314K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-65- 1.25% |
$4.5K - $5.03K
|
5.13K
$482K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-65- 1.25% |
$4.5K - $5.03K
|
5.13K
$482K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-66- 0.73% |
$4.57K - $5.11K
|
8.96K
$843K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-84- 1.38% |
$5.81K - $6.5K
|
5.98K
$563K
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-84- 0.42% |
$5.81K - $6.5K
|
20K
$1.88M
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-84- 8.45% |
$5.81K - $6.5K
|
910
$85.6K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-88- 0.74% |
$6.09K - $6.81K
|
11.8K
$1.11M
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-90- 1.68% |
$6.23K - $6.97K
|
5.26K
$495K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 0.63% |
$6.92K - $7.74K
|
15.7K
$1.48M
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-137- 9.13% |
$9.48K - $10.6K
|
1.36K
$128K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-143- 1.81% |
$9.89K - $11.1K
|
7.77K
$731K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-157- 3.99% |
$10.9K - $12.2K
|
3.78K
$355K
|
|
Aug 10, 2023
Q2 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-164- 4.28% |
$11.3K - $12.7K
|
3.67K
$345K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-206- 1.82% |
$14.2K - $15.9K
|
11.1K
$1.04M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-209- 5.6% |
$14.5K - $16.2K
|
3.53K
$332K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-210- 0.53% |
$14.5K - $16.3K
|
39.4K
$3.7M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-215- 0.46% |
$14.9K - $16.6K
|
46.1K
$4.33M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-230- 2.15% |
$15.9K - $17.8K
|
10.5K
$983K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-239- 4.43% |
$16.5K - $18.5K
|
5.16K
$485K
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-268- 1.78% |
$18.5K - $20.7K
|
14.7K
$1.39M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-278- 6.08% |
$19.2K - $21.5K
|
4.3K
$404K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-401- 6.1% |
$27.7K - $31K
|
6.17K
$581K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-505- 0.81% |
$34.9K - $39.1K
|
61.5K
$5.78M
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-589- 5.27% |
$40.7K - $45.6K
|
10.6K
$996K
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-720- 3.7% |
$49.8K - $55.7K
|
18.7K
$1.76M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-744- 0.82% |
$51.5K - $57.6K
|
90.3K
$8.5M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.05K- 23.11% |
$72.7K - $81.4K
|
3.5K
$329K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.39K- 5.68% |
$96.2K - $108K
|
23.1K
$2.17M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.83K- 96.97% |
$126K - $141K
|
57
$5.36K
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.95K- 21.55% |
$135K - $151K
|
7.1K
$668K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.02K- 12.91% |
$140K - $157K
|
13.7K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.15K- 26.47% |
$149K - $167K
|
5.98K
$562K
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.28K- 12.97% |
$158K - $177K
|
15.3K
$1.44M
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-8.33K- 11.67% |
$576K - $645K
|
63K
$5.93M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.46KClosed |
$585K - $655K
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.3K- 81.14% |
$922K - $1.03M
|
3.1K
$292K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.5K- 41.1% |
$1M - $1.12M
|
20.7K
$1.95M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-50.8K- 68.3% |
$3.51M - $3.93M
|
23.6K
$2.22M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.3K- 36.66% |
$4.72M - $5.28M
|
118K
$11.1M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-207K- 21.46% |
$14.3M - $16M
|
758K
$71.3M
|