Summit Wealth Group (Colorado)’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio QQEW Stock Details QQEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Buy	+1,573	New	+$228K	0.02%	334
2026 Q1	–	Sell	-1,573	Closed	-$224K	–	349
2025 Q4	$224K	Buy	+1,573	New	+$224K	0.03%	255

Other funds holding QQEW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Wealth Group (Colorado)'s QQEW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2026: 1,573 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #334 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in QQEW as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in QQEW in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Summit Wealth Group (Colorado) held 1,573 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $251K as of Q2 2026.
First Trust Nasdaq-100 Select Equal Weight ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #334 holding.
Summit Wealth Group (Colorado) first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2025 and has held it in 2 quarters since.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.