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

SteelPeak Wealth’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
2025
Q1 		– Sell
-23,450
Closed -$1M – 696
2024
Q4 		$1M Buy
23,450
+765
+3% +$32.7K 0.04% 246
2024
Q3 		$949K Buy
22,685
+8,885
+64% +$366K 0.04% 240
2024
Q2 		$589K Buy
+13,800
New +$561K 0.03% 287

Other funds holding IQQQ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SteelPeak Wealth's IQQQ Position: Q1 2025 in Review

SteelPeak Wealth sold out of ProShares Nasdaq-100 High Income ETF (IQQQ) in Q1 2025, closing a stake of 23,450 shares — an estimated $1M sold.

SteelPeak Wealth first reported a position in IQQQ in Q2 2024 and held it in 3 quarters. The position peaked at $1M in Q4 2024. 37 funds tracked by Wall St. Rank hold IQQQ as of Q1 2025.

  • SteelPeak Wealth reported no remaining ProShares Nasdaq-100 High Income ETF position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 23,450 ProShares Nasdaq-100 High Income ETF shares in Q1 2025, an estimated $1M.
  • SteelPeak Wealth first reported a position in ProShares Nasdaq-100 High Income ETF in Q2 2024 and held it in 3 quarters.
  • SteelPeak Wealth's ProShares Nasdaq-100 High Income ETF position peaked at $1M in Q4 2024.
  • 37 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.