Essex Financial Services, Inc. IQQQ — PROSHARES TR

Ownership history in Essex Financial Services, Inc.  ·  4 quarters on record

AI Ownership Summary

Essex Financial Services, Inc. reported PROSHARES TR (IQQQ) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows IQQQ at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IQQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Essex Financial Services, Inc.'s position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IQQQ was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IQQQ stock page Essex Financial Services, Inc. fund profile Essex Financial Services, Inc. full holdings
How Essex Financial Services, Inc. held IQQQ — position size vs. price
% of Fund (quarterly)    IQQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 28,312 +3,067 +12.1% 0.07% $1.4M 2026-08-10 $48.11
2026 Q1 ADDED — — — 25,245 +1,490 +6.3% 0.06% $1.1M 2026-04-24 $44.95
2025 Q4 ADDED — — — 23,755 +16,113 +210.8% 0.06% $1.1M 2026-02-10 $42.25
2025 Q3 INITIATED — — — 7,642 — — 0.02% $337K 2025-11-07 $42.01

🏢 Other funds also holding IQQQ

As of 2026 Q2 — sorted by position size

PMG Family Office LLC 2.5% Benchmark Financial, LLC 1.36% SageGuard Financial Group, LLC 0.63% Clarus Wealth Advisors 3Y 7Y 0.46% City Center Advisors, LLC 0.41% RHODES INVESTMENT ADVISORS INC /ADV 0.31% CAP Partners, LLC 0.22% Maridea Wealth Management LLC 0.21% Pitti Group Wealth Management, LLC 3Y 0.21% Element Wealth, LLC 3Y 0.16%

FAQ About Essex Financial Services, Inc. and IQQQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Essex Financial Services, Inc. reported owning IQQQ?

Essex Financial Services, Inc. reported IQQQ across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported IQQQ position in Essex Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for IQQQ was 0.07% in 2026 Q2.

What is the latest reported IQQQ position on this page?

The most recent filing on this page is 2026 Q2, when Essex Financial Services, Inc. reported 28,312 shares, equal to 0.07% of portfolio, with an estimated market value of $1.4M.

What does the chart on this IQQQ ownership page compare?

The chart compares Essex Financial Services, Inc.'s quarterly IQQQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Essex Financial Services, Inc. time their IQQQ position?

Based on 13F filing dates vs. subsequent IQQQ price moves, Essex Financial Services, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IQQQ relative to SPY over the holding period was +5974.4%.

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