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 4 filers reported holding DIREXION SHS ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of DIREXION SHS ETF TR
ValueSharesWeighting
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 ↓
Rothschild & Co Wealth Management UK Ltd 5,296,171$319,094,0007.73%
Oxinas Partners Wealth Management LLC 74,910$4,513,0003.73%
Wambolt & Associates, LLC 40,846$2,461,0001.04%
Frisch Financial Group, Inc. 40,229$2,424,0001.03%
Capital Market Strategies LLC 12,986$782,0000.88%
STRINGER ASSET MANAGEMENT, LLC 9,331$364,0000.57%
Mystic Asset Management, Inc. 8,610$518,0000.33%
White Pine Investment CO 12,991$783,0000.32%
TILIA FIDUCIARY PARTNERS, INC. 5,318$317,0000.32%
Element Wealth, LLC 3,966$239,0000.22%
View complete list of DIREXION SHS ETF TR shareholders