Morris Retirement Advisors, LLC Direxion Nasdaq 100 Equal Weig Transaction History

Morris Retirement Advisors, LLC

$224 Million
Q3 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Direxion Nasdaq 100 Equal Weig stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 119,153 shares of QQQE stock, worth $12 Million. This represents 5.4% of its overall portfolio holdings.

Number of Shares

119,153

Previous 120,418 1.05%

Holding current value

$12 Million

Previous $11.8 Million 2.27%

% of portfolio

5.4%

Previous 5.62%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$96.83 - $101.71 $122,489 - $128,663	-1,265 Reduced 1.05%	119,153 $12.1 Million
Q2 2025 Jul 08, 2025	BUY	$76.98 - $98.31 $1.62 Million - $2.07 Million	21,091 Added 21.23%	120,418 $11.8 Million
Q1 2025 Apr 10, 2025	BUY	$86.24 - $97.98 $599,540 - $681,156	6,952 Added 7.53%	99,327 $8.66 Million
Q4 2024 Jan 13, 2025	BUY	$89.01 - $96.24 $298,895 - $323,173	3,358 Added 3.77%	92,375 $8.29 Million
Q3 2024 Oct 03, 2024	SELL	$82.41 - $92.06 $1.37 Million - $1.53 Million	-16,602 Reduced 15.72%	89,017 $8.03 Million

Q2 2024 Aug 06, 2024	BUY	$82.8 - $89.44 $3.57 Million - $3.85 Million	43,058 Added 68.83%	105,619 $9.37 Million
Q1 2024 May 03, 2024	BUY	$82.13 - $89.46 $344,124 - $374,837	4,190 Added 7.18%	62,561 $5.58 Million
Q4 2023 Feb 12, 2024	BUY	$70.45 - $85.0 $51,146 - $61,710	726 Added 1.26%	58,371 $4.94 Million
Q3 2023 Nov 08, 2023	BUY	$73.68 - $80.76 $429,701 - $470,992	5,832 Added 11.26%	57,645 $4.31 Million
Q2 2023 Jul 17, 2023	BUY	$69.17 - $77.41 $3.58 Million - $4.01 Million	51,813 New	51,813 $3.99 Million

Others Institutions Holding QQQE

# of Institutions

221

Shares Held

6.52M

Call Options Held

97.7K

Put Options Held

4.8K

View Full List

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
Sector ETFs
Industry ETFs

More about QQQE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.

Account

Morris Retirement Advisors, LLC Direxion Nasdaq 100 Equal Weig Transaction History