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AE Wealth Management’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

AE Wealth Management’s Portfolio IQQQ Stock Details IQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$565K Buy
13,542
+8,349
+161% +$367K ﹤0.01% 1051
2025
Q4 		$231K Buy
+5,193
New +$232K ﹤0.01% 1447

Other funds holding IQQQ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $646M AUM

AE Wealth Management's IQQQ Position: Q1 2026 in Review

AE Wealth Management increased its ProShares Nasdaq-100 High Income ETF (IQQQ) stake by 161% in Q1 2026, buying an estimated $367K and bringing the position to 13,542 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

AE Wealth Management first reported a position in IQQQ in Q4 2025 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold IQQQ as of Q1 2026.

  • AE Wealth Management held 13,542 shares of ProShares Nasdaq-100 High Income ETF worth $565K as of Q1 2026.
  • AE Wealth Management bought 8,349 ProShares Nasdaq-100 High Income ETF shares in Q1 2026, an estimated $367K.
  • ProShares Nasdaq-100 High Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1051 holding.
  • AE Wealth Management first reported a position in ProShares Nasdaq-100 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.