Maxwell Wealth Strategies’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

Maxwell Wealth Strategies’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
2024 Q4	$446K	Buy	+10,444	New	+$447K	0.18%	82

Other funds holding IQQQ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

SPIA

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MTWM

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Maxwell Wealth Strategies's IQQQ Position: Q4 2024 in Review

Maxwell Wealth Strategies opened a new position in ProShares Nasdaq-100 High Income ETF (IQQQ) in Q4 2024: 10,444 shares worth $446K. The stake represents 0.18% of the portfolio and ranks #82 among its holdings.

32 funds tracked by Wall St. Rank hold IQQQ as of Q4 2024.

Maxwell Wealth Strategies held 10,444 shares of ProShares Nasdaq-100 High Income ETF worth $446K as of Q4 2024.
ProShares Nasdaq-100 High Income ETF was a new Maxwell Wealth Strategies position in Q4 2024.
ProShares Nasdaq-100 High Income ETF made up 0.18% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #82 holding.
32 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.