Wambolt & Associates, LLC - DIREXION SHS ETF TR ownership

DIREXION SHS ETF TR's ticker is QQQE and the CUSIP is 25459Y207. A total of 83 filers reported holding DIREXION SHS ETF TR in Q3 2021. The put-call ratio across all filers is 15.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of DIREXION SHS ETF TR
ValueSharesWeighting
Q3 2023$2,605,088
-14.1%
34,902
-11.4%
0.94%
-12.4%
Q2 2023$3,031,009
+6.0%
39,374
-0.5%
1.08%
+6.3%
Q1 2023$2,859,939
+11.3%
39,584
-1.7%
1.02%
+2.8%
Q4 2022$2,570,491
+4.4%
40,271
-1.4%
0.99%
-5.6%
Q3 2022$2,461,000
-6.2%
40,846
-2.0%
1.04%
-0.9%
Q2 2022$2,625,000
-19.2%
41,694
-0.5%
1.06%
-10.8%
Q1 2022$3,249,000
-9.0%
41,922
+0.2%
1.18%
-8.3%
Q4 2021$3,569,000
-1.6%
41,834
-4.2%
1.29%
-11.3%
Q3 2021$3,627,000
-0.4%
43,681
-0.0%
1.46%
-6.0%
Q2 2021$3,641,000
+6.4%
43,699
-0.0%
1.55%
-13.1%
Q1 2021$3,423,000
+6.4%
43,716
+2.2%
1.78%
-7.2%
Q4 2020$3,216,000
+24.3%
42,795
+6.7%
1.92%
-0.7%
Q3 2020$2,587,000
+10.8%
40,125
+2.3%
1.93%
+5.4%
Q2 2020$2,335,000
+28.7%
39,235
+0.5%
1.84%
-2.2%
Q1 2020$1,815,000
-11.0%
39,035
+5.1%
1.88%
+20.7%
Q4 2019$2,039,000
+14.7%
37,142
+3.2%
1.55%
+5.9%
Q3 2019$1,778,000
+2.7%
35,979
+3.1%
1.47%
+0.1%
Q2 2019$1,731,000
+5.9%
34,893
+4.9%
1.47%
-1.3%
Q1 2019$1,635,000
+27.9%
33,256
+5.6%
1.49%
+5.4%
Q4 2018$1,278,00031,5061.41%
Other shareholders
DIREXION SHS ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Rothschild & Co Wealth Management UK Ltd 5,217,521$328,495,0007.42%
Oxinas Partners Wealth Management LLC 78,062$4,915,0003.73%
STRINGER ASSET MANAGEMENT, LLC 9,168$577,0001.24%
Wambolt & Associates, LLC 41,694$2,625,0001.06%
Capital Market Strategies LLC 13,264$835,0000.88%
Frisch Financial Group, Inc. 24,897$1,568,0000.61%
TILIA FIDUCIARY PARTNERS, INC. 6,063$388,0000.37%
Mystic Asset Management, Inc. 8,215$517,0000.32%
Anson Capital, Inc. 4,652$293,0000.31%
White Pine Investment CO 12,371$779,0000.31%
View complete list of DIREXION SHS ETF TR shareholders