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 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 $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $646M AUM

Creative Planning's IQQQ Position: Q1 2026 in Review

Creative Planning reduced its ProShares Nasdaq-100 High Income ETF (IQQQ) stake by 0.19% in Q1 2026, selling an estimated $1.1K and leaving 13,443 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Creative Planning first reported a position in IQQQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $599K in Q4 2025. 59 funds tracked by Wall St. Rank hold IQQQ as of Q1 2026.

Creative Planning held 13,443 shares of ProShares Nasdaq-100 High Income ETF worth $560K as of Q1 2026.
Creative Planning sold 25 ProShares Nasdaq-100 High Income ETF shares in Q1 2026, an estimated $1.1K.
ProShares Nasdaq-100 High Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2945 holding.
Creative Planning first reported a position in ProShares Nasdaq-100 High Income ETF in Q1 2025 and has held it in 5 quarters since.
Creative Planning's ProShares Nasdaq-100 High Income ETF position peaked at $599K in Q4 2025.
59 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.