Wambolt & Associates, LLC - DIREXION SHS ETF TR ownership

DIREXION SHS ETF TR's ticker is QQQE and the CUSIP is 25459Y207. A total of 104 filers reported holding DIREXION SHS ETF TR in Q1 2022. The put-call ratio across all filers is 2.33 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 Q1 2022
NameSharesValueWeighting ↓
Presidio Capital Management, LLC 259,099$19,372,81517.01%
RFP Financial Group LLC 379,092$28,341,27512.46%
Berkshire Money Management, Inc. 720,898$53,901,5258.16%
Oxinas Partners Wealth Management LLC 59,011$4,412,2683.28%
MRA Advisory Group 57,645$4,310,0843.08%
Coury Firm Asset Management LLC 22,150$1,656,1562.65%
Ratio Wealth Group 114,558$8,565,5022.15%
Frisch Financial Group, Inc. 46,770$3,4971.42%
Wambolt & Associates, LLC 34,902$2,605,0880.94%
Capital Market Strategies LLC 10,636$780,0490.78%
View complete list of DIREXION SHS ETF TR shareholders