BostonPremier Wealth’s First Trust NASDAQ 100 ex-Technology Sector Index Fund QQXT Stock Holding History

BostonPremier Wealth’s Portfolio QQXT Stock Details QQXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.11M	Sell	22,074 -665	-3%	-$66.6K	0.86%	14
2026 Q2	$2.22M	Buy	22,739 +245	+1%	+$24.1K	0.94%	14
2026 Q1	$2.2M	Buy	22,494 +349	+2%	+$35K	1.13%	14
2025 Q4	$2.2M	Sell	22,145 -1,167	-5%	-$115K	1.13%	14
2025 Q3	$2.31M	Sell	23,312 -457	-2%	-$45.2K	1.15%	15
2025 Q2	$2.35M	Sell	23,769 -168	-0.7%	-$16K	1.3%	14
2025 Q1	$2.25M	Sell	23,937 -363	-1%	-$34.8K	1.39%	13
2024 Q4	$2.26M	Buy	+24,300	New	+$2.31M	1.37%	12

Other funds holding QQXT

PPWM

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

HAM

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

PIS

POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

BostonPremier Wealth's QQXT Position: Q3 2026 in Review

BostonPremier Wealth reduced its First Trust NASDAQ 100 ex-Technology Sector Index Fund (QQXT) stake by 2.9% in Q3 2026, selling an estimated $66.6K and leaving 22,074 shares worth $2.11M. The position accounts for 0.86% of the portfolio, ranked #14.

BostonPremier Wealth first reported a position in QQXT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.35M in Q2 2025. 9 funds tracked by Wall St. Rank hold QQXT as of Q3 2026.

BostonPremier Wealth held 22,074 shares of First Trust NASDAQ 100 ex-Technology Sector Index Fund worth $2.11M as of Q3 2026.
BostonPremier Wealth sold 665 First Trust NASDAQ 100 ex-Technology Sector Index Fund shares in Q3 2026, an estimated $66.6K.
First Trust NASDAQ 100 ex-Technology Sector Index Fund made up 0.86% of BostonPremier Wealth's portfolio in Q3 2026, its #14 holding.
BostonPremier Wealth first reported a position in First Trust NASDAQ 100 ex-Technology Sector Index Fund in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's First Trust NASDAQ 100 ex-Technology Sector Index Fund position peaked at $2.35M in Q2 2025.
9 funds tracked by Wall St. Rank held First Trust NASDAQ 100 ex-Technology Sector Index Fund as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.