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Disclosery

IQQQ PROSHARES TR

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NASDAQ 100 HIGH (fund)

39 managers (39 13F filers) reported a position in IQQQ shares at 2025-03-31, 1,745,592 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
39
13F filers
39
New
10
Added
17
Reduced
8
Sold out
3
Shares held by filers
1,745,592

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC350,000$13.6M<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…158,321$6.15M0.05%+23,27613F-HRTimeline
LPL Financial LLC141,162$5.48M<0.01%-2,27113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA140,046$5.44M<0.01%+86,79413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO111,609$4.34M<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC110,000$4.27M<0.01%-10,00013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG101,038$3.93M<0.01%+1,03813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC100,000$3.88M<0.01%new13F-HRTimelineGroup
Masso Torrence Wealth Management Inc.89,820$3.49M1.86%+8,64513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,676$3.21M<0.01%+10,77313F-HRTimelineGroup
PFG Investments, LLC60,743$2.36M0.15%+18,32113F-HRTimeline
Kingsview Wealth Management, LLC57,042$2.22M0.04%+45,76113F-HRTimeline
Sanctuary Advisors, LLC53,872$2.09M0.01%-4,89113F-HRTimeline
Eldridge Investment Advisors, Inc.52,743$2.05M0.47%+4,67813F-HRTimeline
OLD MISSION CAPITAL LLC26,325$1.02M0.02%+14,16013F-HRTimeline
Integrated Wealth Concepts LLC18,635$724K0.01%+9,12113F-HRTimeline
Creative Planningin group Creative Planning12,733$495K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,000$427K<0.01%+4,00013F-HR/ATimelineGroup
Maia Wealth LLC11,722$423K0.1%+6,70413F-HRTimeline
Financial Partners Group, Inc10,722$417K0.06%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.9,092$353K0.01%new13F-HRTimeline
CAP Partners, LLC7,513$292K0.21%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,583$256K<0.01%-135,50913F-HRTimelineGroup
Pitti Group Wealth Management, LLC6,125$238K0.24%+57513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,643$219K<0.01%-15,30813F-HRTimelineGroup
City Center Advisors, LLC5,346$208K0.24%-22613F-HRTimeline
Aptus Capital Advisors, LLC1,860$72.3K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.946$36.8K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.726$28.2K<0.01%-47113F-HRTimeline
Sound Income Strategies, LLC641$24.9K<0.01%+21013F-HRTimeline
CoreCap Advisors, LLC547$21.3K<0.01%+26813F-HRTimeline
Cape Investment Advisory, Inc.180$6.99K<0.01%+313F-HRTimeline
NewEdge Advisors, LLC121$4.7K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP31$1.2K<0.01%+113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17$663<0.01%-49313F-HRTimeline
DHJJ Financial Advisors, Ltd.10$389<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$49<0.01%new13F-HRTimelineGroup
Arax Advisory Partners1$48<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.