Benchmark Financial
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Benchmark Financial’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

Benchmark Financial’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
Q3 		$1.74M Buy
35,540
+2,767
+8% +$134K 1.33% 19
2026
Q2 		$1.66M Buy
+32,773
New +$1.57M 1.36% 19

Other funds holding IQQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Clarus Wealth Advisors
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
City Center Advisors LLC
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Benchmark Financial's IQQQ Position: Q3 2026 in Review

Benchmark Financial increased its ProShares Nasdaq-100 High Income ETF (IQQQ) stake by 8.4% in Q3 2026, buying an estimated $134K and bringing the position to 35,540 shares worth $1.74M. The position accounts for 1.33% of the portfolio, ranked #19.

Benchmark Financial first reported a position in IQQQ in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold IQQQ as of Q3 2026.

  • Benchmark Financial held 35,540 shares of ProShares Nasdaq-100 High Income ETF worth $1.74M as of Q3 2026.
  • Benchmark Financial bought 2,767 ProShares Nasdaq-100 High Income ETF shares in Q3 2026, an estimated $134K.
  • ProShares Nasdaq-100 High Income ETF made up 1.33% of Benchmark Financial's portfolio in Q3 2026, its #19 holding.
  • Benchmark Financial first reported a position in ProShares Nasdaq-100 High Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.