QQQE β€” DIREXION SHS ETF TR

Ownership history in CAP Partners, LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which CAP Partners, LLC reported a position in DIREXION SHS ETF TR (QQQE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.44% (2023 Q4)
πŸ“Š Avg. % of fund
2.66%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

CAP Partners, LLC Γ— QQQE AI Analytics

πŸ“‰ CAP Partners, LLC underperformed the S&P 500 by –8.1% annually on this QQQE position. Timing score: 29% (2/7 decisions correct). Average cost basis: $88.99. Maximum drawdown during holding period: –3.0%.

πŸ“ˆ Position Alpha vs SPY
-8.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.1% ann.
7 quarters analyzed

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct

πŸ’° Entry Quality
$88.99
+15.0% vs current ($102.31)

Best entry: $87.88 (2024 Q2)  Β·  Worst: $89.48 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–3.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
44%
buy-side decisions

4 adds Β· 5 trims. Bought during 2 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.74% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    QQQE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,683 -92 -0.7% 0.74% $1.3M $102.31
2025 Q3 REDUCED 12,775 -439 -3.3% 0.74% $1.3M $101.43
2025 Q2 REDUCED 13,214 -19,158 -59.2% 0.82% $1.3M $98.00
2025 Q1 REDUCED 32,372 -22,951 -41.5% 2.05% $2.8M $86.78
2024 Q4 ADDED 55,323 +196 +0.4% 3.50% $5.0M $89.29
2024 Q3 ADDED 55,127 +2,193 +4.1% 3.71% $5.0M $89.48
2024 Q2 ADDED 52,934 +1,027 +2.0% 3.82% $4.7M $87.88
2024 Q1 REDUCED 51,907 -1,102 -2.1% 4.09% $4.6M $88.15
2023 Q4 INITIATED 53,009 β€” β€” 4.44% $4.5M β€”
← Back to CAP Partners, LLC Holdings