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B. Riley Wealth Advisors’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-9,092
Closed -$353K – 1397
2025
Q1 		$353K Buy
+9,092
New +$382K 0.01% 898

Other funds holding IQQQ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

B. Riley Wealth Advisors's IQQQ Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of ProShares Nasdaq-100 High Income ETF (IQQQ) in Q2 2025, closing a stake of 9,092 shares — an estimated $353K sold.

B. Riley Wealth Advisors first reported a position in IQQQ in Q1 2025 and held it in 1 quarter. The position peaked at $353K in Q1 2025. 43 funds tracked by Wall St. Rank hold IQQQ as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining ProShares Nasdaq-100 High Income ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,092 ProShares Nasdaq-100 High Income ETF shares in Q2 2025, an estimated $353K.
  • B. Riley Wealth Advisors first reported a position in ProShares Nasdaq-100 High Income ETF in Q1 2025 and held it in 1 quarter.
  • B. Riley Wealth Advisors's ProShares Nasdaq-100 High Income ETF position peaked at $353K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.