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Cetera Investment Advisers: QQQI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on QQQI, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 49,527 QQQI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,527 shares
    Change vs previous 13F +7,717 shares

    <0.01% of the 13F portfolio, value $2,812,628.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 41,810 shares
    Change vs previous 13F -492 shares

    <0.01% of the 13F portfolio, value $2,077,552.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 42,302 shares
    Change vs previous 13F -1,666 shares

    <0.01% of the 13F portfolio, value $2,278,416.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 43,968 shares
    Change vs previous 13F +11,268 shares

    <0.01% of the 13F portfolio, value $2,383,080.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 32,700 shares
    Change vs previous 13F +23,555 shares

    <0.01% of the 13F portfolio, value $1,700,703.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 9,145 shares
    Change vs previous 13F +3,342 shares

    <0.01% of the 13F portfolio, value $433,769.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 5,803 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,923.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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