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Advisors Asset Management, Inc.: QQQX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on QQQX, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 261,137 QQQX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,137 shares
    Change vs previous 13F +17,299 shares

    0.12% of the 13F portfolio, value $7,870,669.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 243,838 shares
    Change vs previous 13F +48,802 shares

    0.11% of the 13F portfolio, value $6,503,159.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 195,036 shares
    Change vs previous 13F +23,145 shares

    0.09% of the 13F portfolio, value $5,562,427.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 171,891 shares
    Change vs previous 13F +70,875 shares

    0.08% of the 13F portfolio, value $4,720,127.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 101,016 shares
    Change vs previous 13F +21,535 shares

    0.05% of the 13F portfolio, value $2,673,894.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 79,481 shares
    Change vs previous 13F +42,055 shares

    0.04% of the 13F portfolio, value $1,887,674.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 37,426 shares
    Change vs previous 13F +19,099 shares

    0.02% of the 13F portfolio, value $1,012,373.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 18,327 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $460,374.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).