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SHP Wealth Management’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

SHP Wealth 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
Q1 		$13.6K Hold
327
– – ﹤0.01% 823
2025
Q4 		$14.5K Buy
+327
New +$14.6K ﹤0.01% 743

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 $445B AUM 25.58% 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

SHP Wealth Management's IQQQ Position: Q1 2026 in Review

SHP Wealth Management held its ProShares Nasdaq-100 High Income ETF (IQQQ) position steady in Q1 2026 at 327 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

SHP Wealth Management first reported a position in IQQQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.5K in Q4 2025. 59 funds tracked by Wall St. Rank hold IQQQ as of Q1 2026.

  • SHP Wealth Management held 327 shares of ProShares Nasdaq-100 High Income ETF worth $13.6K as of Q1 2026.
  • SHP Wealth Management left its ProShares Nasdaq-100 High Income ETF share count unchanged in Q1 2026.
  • ProShares Nasdaq-100 High Income ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #823 holding.
  • SHP Wealth Management first reported a position in ProShares Nasdaq-100 High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's ProShares Nasdaq-100 High Income ETF position peaked at $14.5K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.