Monterey Private Wealth, Inc. - DIREXION SHS ETF TR ownership

DIREXION SHS ETF TR's ticker is QQQE and the CUSIP is 25459Y207. A total of 125 filers reported holding DIREXION SHS ETF TR in Q2 2023. The put-call ratio across all filers is 2.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of DIREXION SHS ETF TR
ValueSharesWeighting
Q3 2023$276,770
-0.7%
3,702
+2.3%
0.14%
+3.0%
Q2 2023$278,697
+6.3%
3,620
+0.2%
0.14%0.0%
Q1 2023$262,110
+17.1%
3,613
+3.0%
0.14%
+11.6%
Q4 2022$223,889
+8.2%
3,508
+3.7%
0.12%
-2.4%
Q3 2022$207,000
-0.5%
3,383
+2.5%
0.12%
+4.2%
Q2 2022$208,000
-16.5%
3,300
+3.5%
0.12%
-0.8%
Q1 2022$249,000
-5.3%
3,187
+3.3%
0.12%
-7.7%
Q4 2021$263,000
+9.1%
3,085
+5.7%
0.13%
-3.7%
Q3 2021$241,000
+1.3%
2,920
+2.7%
0.14%
-1.5%
Q2 2021$238,000
+4.8%
2,843
+1.7%
0.14%
+9.6%
Q1 2021$227,0002,7960.12%
Other shareholders
DIREXION SHS ETF TR shareholders Q2 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