Purchases and Sales Made in Q4 2025 in Direxion Nasdaq 100 Equal Weig (QQQE)
This table provides information about the institutional ownership of Direxion Nasdaq 100 Equal Weig (QQQE) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
556KNew |
$55.5M - $58.5M
|
556K
$56M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.95K+ 4.16% |
$494K - $521K
|
124K
$12.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
2.15KNew |
$215K - $226K
|
2.15K
$217K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.03K+ 8.75% |
$103K - $109K
|
12.9K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
725+ 8.14% |
$72.3K - $76.3K
|
9.63K
$969K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
620New |
$61.9K - $65.2K
|
620
$62.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
559New |
$55.8K - $58.8K
|
559
$56.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
207+ 6.84% |
$20.7K - $21.8K
|
3.23K
$325K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
88+ 0.63% |
$8.78K - $9.26K
|
14.1K
$1.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
51+ 1.69% |
$5.09K - $5.37K
|
3.07K
$309K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25+ 0.64% |
$2.49K - $2.63K
|
3.94K
$397K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
18+ 0.12% |
$1.8K - $1.89K
|
15.5K
$1.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
8+ 0.33% |
$798 - $842
|
2.41K
$242K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
6+ 0.16% |
$599 - $631
|
3.77K
$379K
|
|
|
Jan 20, 2026
Q4 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
5+ 0.2% |
$499 - $526
|
2.48K
$249K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4+ 0.18% |
$399 - $421
|
2.26K
$228K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3+ 0.13% |
$299 - $316
|
2.37K
$238K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.33% |
$99.8 - $105
|
308
$31K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.62% |
$99.8 - $105
|
162
$16.3K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3- 0.11% |
$299 - $316
|
2.81K
$283K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-20- 0.32% |
$2K - $2.1K
|
6.14K
$618K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-44- 0.77% |
$4.39K - $4.63K
|
5.68K
$571K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-58- 51.79% |
$5.79K - $6.1K
|
54
$5.43K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-66- 2.73% |
$6.58K - $6.95K
|
2.35K
$237K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-72- 13.43% |
$7.18K - $7.58K
|
464
$46.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-77- 1.13% |
$7.68K - $8.1K
|
6.73K
$677K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-77- 3.52% |
$7.68K - $8.1K
|
2.11K
$212K
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-404- 10.78% |
$40.3K - $42.5K
|
3.34K
$336K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.35K- 12.57% |
$135K - $142K
|
9.42K
$948K
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-1.38K- 4.97% |
$137K - $145K
|
26.4K
$2.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.55K- 23.63% |
$255K - $268K
|
8.25K
$830K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.35K- 26.71% |
$334K - $352K
|
9.19K
$925K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-9.91K- 11.82% |
$989K - $1.04M
|
73.9K
$7.44M
|
|