EVERGREEN CAPITAL MANAGEMENT LLC - DIREXION SHS ETF TR ownership

DIREXION SHS ETF TR's ticker is QQQE and the CUSIP is 25459Y207. A total of 181 filers reported holding DIREXION SHS ETF TR in Q4 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.4%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of DIREXION SHS ETF TR
ValueSharesWeighting
Q2 2024$314,954
-0.3%
3,5420.0%0.01%
-8.3%
Q1 2024$315,947
+5.4%
3,5420.0%0.01%0.0%
Q4 2023$299,795
+13.2%
3,5420.0%0.01%0.0%
Q3 2023$264,836
-2.9%
3,5420.0%0.01%
+9.1%
Q2 2023$272,664
+6.1%
3,5420.0%0.01%
-8.3%
Q1 2023$256,973
+13.7%
3,5420.0%0.01%
+9.1%
Q4 2022$226,086
+6.1%
3,5420.0%0.01%0.0%
Q3 2022$213,000
-4.5%
3,5420.0%0.01%
-8.3%
Q2 2022$223,000
-18.6%
3,5420.0%0.01%
+9.1%
Q1 2022$274,000
-9.3%
3,5420.0%0.01%
-8.3%
Q4 2021$302,000
+2.7%
3,5420.0%0.01%
-7.7%
Q3 2021$294,000
-0.7%
3,5420.0%0.01%
-7.1%
Q2 2021$296,000
+8.8%
3,5420.0%0.01%0.0%
Q1 2021$272,000
+2.3%
3,5420.0%0.01%
-12.5%
Q4 2020$266,000
+16.7%
3,5420.0%0.02%0.0%
Q3 2020$228,000
+8.1%
3,5420.0%0.02%0.0%
Q2 2020$211,000
-0.9%
3,542
-28.3%
0.02%
-27.3%
Q4 2017$213,0004,9420.02%
Other shareholders
DIREXION SHS ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Engrave Wealth Partners LLC 202,216$16,901,0005.10%
STRINGER ASSET MANAGEMENT, LLC 30,325$2,535,0002.51%
Synergy Asset Management, LLC 72,771$6,082,0001.61%
Wambolt & Associates, LLC 43,699$3,641,0001.55%
Oxinas Partners Wealth Management LLC 13,076$1,093,0000.63%
White Pine Investment CO 11,897$994,0000.34%
Element Wealth, LLC 3,966$331,0000.26%
Tranquility Partners, LLC 5,212$436,0000.24%
Paulson Wealth Management Inc. 5,880$491,0000.24%
Laidlaw Wealth Management LLC 9,521$796,0000.20%
View complete list of DIREXION SHS ETF TR shareholders