Creative Planning’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

Creative Planning’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 Q2	$788K	Buy	15,518 +2,075	+15%	+$99.4K	﹤0.01%	2845
2026 Q1	$560K	Sell	13,443 -25	-0.2%	-$1.1K	﹤0.01%	2945
2025 Q4	$599K	Buy	13,468 +60	+0.4%	+$2.68K	﹤0.01%	2685
2025 Q3	$591K	Buy	13,408 +695	+5%	+$29.3K	﹤0.01%	2565
2025 Q2	$520K	Sell	12,713 -20	-0.2%	-$756	﹤0.01%	2441
2025 Q1	$495K	Buy	+12,733	New	+$535K	﹤0.01%	2304

Other funds holding IQQQ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Creative Planning's IQQQ Position: Q2 2026 in Review

Creative Planning increased its ProShares Nasdaq-100 High Income ETF (IQQQ) stake by 15% in Q2 2026, buying an estimated $99.4K and bringing the position to 15,518 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

Creative Planning first reported a position in IQQQ in Q1 2025 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold IQQQ as of Q2 2026.

Creative Planning held 15,518 shares of ProShares Nasdaq-100 High Income ETF worth $788K as of Q2 2026.
Creative Planning bought 2,075 ProShares Nasdaq-100 High Income ETF shares in Q2 2026, an estimated $99.4K.
ProShares Nasdaq-100 High Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2845 holding.
Creative Planning first reported a position in ProShares Nasdaq-100 High Income ETF in Q1 2025 and has held it in 6 quarters since.
64 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.