Clearstead Advisors
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Clearstead Advisors’s iShares Nasdaq 100 ETF IQQ Stock Holding History

Clearstead Advisors’s Portfolio IQQ Stock Details IQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.26K Buy
+290
New +$7.01K ﹤0.01% 2090

Other funds holding IQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Birch Financial Group
Birch Financial Group Keene, New Hampshire $214M AUM 13.15% 1-Year Est. Return
Core Wealth Partners
Core Wealth Partners Santa Rosa, California $245M AUM 19.44% 1-Year Est. Return
Canvas Wealth Advisors
Canvas Wealth Advisors Shawnee, Kansas $759M AUM 30.53% 1-Year Est. Return
Balance Wealth
Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

Clearstead Advisors's IQQ Position: Q3 2026 in Review

Clearstead Advisors opened a new position in iShares Nasdaq 100 ETF (IQQ) in Q3 2026: 290 shares worth $7.26K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings.

9 funds tracked by Wall St. Rank hold IQQ as of Q3 2026.

  • Clearstead Advisors held 290 shares of iShares Nasdaq 100 ETF worth $7.26K as of Q3 2026.
  • iShares Nasdaq 100 ETF was a new Clearstead Advisors position in Q3 2026.
  • iShares Nasdaq 100 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2090 holding.
  • 9 funds tracked by Wall St. Rank held iShares Nasdaq 100 ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.