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JBR Co Financial Management’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

JBR Co Financial Management’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 		$438K Buy
8,625
+1,950
+29% +$93.4K 0.16% 93
2026
Q1 		$297K Hold
6,675
– – 0.12% 101
2025
Q4 		$297K Buy
+6,675
New +$298K 0.12% 101

Other funds holding IQQQ

SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
BF
Benchmark Financial Wilmington, Delaware $123M AUM
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

JBR Co Financial Management's IQQQ Position: Q2 2026 in Review

JBR Co Financial Management increased its ProShares Nasdaq-100 High Income ETF (IQQQ) stake by 29% in Q2 2026, buying an estimated $93.4K and bringing the position to 8,625 shares worth $438K. The position accounts for 0.16% of the portfolio, ranked #93.

JBR Co Financial Management first reported a position in IQQQ in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold IQQQ as of Q2 2026.

  • JBR Co Financial Management held 8,625 shares of ProShares Nasdaq-100 High Income ETF worth $438K as of Q2 2026.
  • JBR Co Financial Management bought 1,950 ProShares Nasdaq-100 High Income ETF shares in Q2 2026, an estimated $93.4K.
  • ProShares Nasdaq-100 High Income ETF made up 0.16% of JBR Co Financial Management's portfolio in Q2 2026, its #93 holding.
  • JBR Co Financial Management first reported a position in ProShares Nasdaq-100 High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.