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

Essex Financial Services’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 		$1.05M Buy
25,245
+1,490
+6% +$65.6K 0.06% 275
2025
Q4 		$1.06M Buy
23,755
+16,113
+211% +$720K 0.06% 264
2025
Q3 		$337K Buy
+7,642
New +$322K 0.02% 542

Other funds holding IQQQ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Essex Financial Services's IQQQ Position: Q1 2026 in Review

Essex Financial Services increased its ProShares Nasdaq-100 High Income ETF (IQQQ) stake by 6.3% in Q1 2026, buying an estimated $65.6K and bringing the position to 25,245 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #275.

Essex Financial Services first reported a position in IQQQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q4 2025. 59 funds tracked by Wall St. Rank hold IQQQ as of Q1 2026.

  • Essex Financial Services held 25,245 shares of ProShares Nasdaq-100 High Income ETF worth $1.05M as of Q1 2026.
  • Essex Financial Services bought 1,490 ProShares Nasdaq-100 High Income ETF shares in Q1 2026, an estimated $65.6K.
  • ProShares Nasdaq-100 High Income ETF made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #275 holding.
  • Essex Financial Services first reported a position in ProShares Nasdaq-100 High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Essex Financial Services's ProShares Nasdaq-100 High Income ETF position peaked at $1.06M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.