Zullo Investment Group’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Zullo Investment Group’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	$1.38M	Hold	8,650	–	–	0.47%	51
2026 Q1	$1.1M	Hold	8,650	–	–	0.42%	56
2025 Q4	$1.23M	Hold	8,650	–	–	0.45%	50
2025 Q3	$1.22M	Hold	8,650	–	–	0.45%	52
2025 Q2	$1.18M	Hold	8,650	–	–	0.48%	50
2025 Q1	$1.05M	Hold	8,650	–	–	0.45%	58
2024 Q4	$1.08M	Hold	8,650	–	–	0.44%	54
2024 Q3	$1.09M	Hold	8,650	–	–	0.45%	56
2024 Q2	$1.07M	Hold	8,650	–	–	0.47%	55
2024 Q1	$1.07M	Hold	8,650	–	–	0.5%	55
2023 Q4	$1.02M	Hold	8,650	–	–	0.52%	50
2023 Q3	$900K	Hold	8,650	–	–	0.53%	46
2023 Q2	$925K	Hold	8,650	–	–	0.53%	47
2023 Q1	$871K	Hold	8,650	–	–	0.54%	49
2022 Q4	$768K	Buy	8,650 +50	+0.6%	+$4.46K	0.47%	50
2022 Q3	$720K	Buy	8,600 +100	+1%	+$9.31K	0.46%	49
2022 Q2	$742K	Hold	8,500	–	–	0.46%	49
2022 Q1	$912K	Hold	8,500	–	–	0.47%	48
2021 Q4	$1.01M	Buy	+8,500	New	+$990K	0.52%	44

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

Zullo Investment Group's QQEW Position: Q2 2026 in Review

Zullo Investment Group held its First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) position steady in Q2 2026 at 8,650 shares worth $1.38M. The position accounts for 0.47% of the portfolio, ranked #51.

Zullo Investment Group first reported a position in QQEW in Q4 2021 and has held it in 19 quarters since. 264 funds tracked by Wall St. Rank hold QQEW as of Q2 2026.

Zullo Investment Group held 8,650 shares of First Trust Nasdaq-100 Select Equal Weight ETF worth $1.38M as of Q2 2026.
Zullo Investment Group left its First Trust Nasdaq-100 Select Equal Weight ETF share count unchanged in Q2 2026.
First Trust Nasdaq-100 Select Equal Weight ETF made up 0.47% of Zullo Investment Group's portfolio in Q2 2026, its #51 holding.
Zullo Investment Group first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
264 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.