Steward Partners Investment Advisory’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

Steward Partners Investment Advisory’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	$7.51M	Buy	180,137 +4,791	+3%	+$211K	0.04%	397
2025 Q4	$7.8M	Buy	175,346 +9,350	+6%	+$418K	0.04%	360
2025 Q3	$7.31M	Buy	165,996 +5,932	+4%	+$250K	0.04%	368
2025 Q2	$6.55M	Buy	160,064 +1,743	+1%	+$65.8K	0.05%	358
2025 Q1	$6.15M	Buy	158,321 +23,276	+17%	+$978K	0.05%	342
2024 Q4	$5.77M	Buy	135,045 +77,862	+136%	+$3.33M	0.05%	340
2024 Q3	$2.39M	Buy	57,183 +44,036	+335%	+$1.82M	0.02%	572
2024 Q2	$561K	Buy	13,147 +12,849	+4,312%	+$523K	0.01%	1018
2024 Q1	$12.1K	Buy	+298	New	+$12.1K	﹤0.01%	2738

Other funds holding IQQQ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Steward Partners Investment Advisory's IQQQ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its ProShares Nasdaq-100 High Income ETF (IQQQ) stake by 2.7% in Q1 2026, buying an estimated $211K and bringing the position to 180,137 shares worth $7.51M. The position accounts for 0.04% of the portfolio, ranked #397.

Steward Partners Investment Advisory first reported a position in IQQQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.8M in Q4 2025. 59 funds tracked by Wall St. Rank hold IQQQ as of Q1 2026.

Steward Partners Investment Advisory held 180,137 shares of ProShares Nasdaq-100 High Income ETF worth $7.51M as of Q1 2026.
Steward Partners Investment Advisory bought 4,791 ProShares Nasdaq-100 High Income ETF shares in Q1 2026, an estimated $211K.
ProShares Nasdaq-100 High Income ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #397 holding.
Steward Partners Investment Advisory first reported a position in ProShares Nasdaq-100 High Income ETF in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's ProShares Nasdaq-100 High Income ETF position peaked at $7.8M in Q4 2025.
59 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.