Signals

GQQQ

27 in-universe funds with a nonzero position in GQQQ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1470
Score / z0.012 / -0.00
Consensus6.26 over 15 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 59.2 10.0% 5 +0.1 pp +0.9 pp +1.5 pp +1.2 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 39.8 10.5% 5 +1.4 pp +1.3 pp +0.9 pp +3.7 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 21.8 11.0% 5 -0.3 pp +2.3 pp +2.3 pp +0.0 pp
Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 10.8 10.1% 5 +1.0 pp +1.4 pp +4.5 pp +7.5 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 7.0 7.2% 1 +7.2 pp +0.7 pp +1.3 pp +3.5 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 4.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.4 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Latitude Advisors, LLC CIK 0001843715 0.190 239 1.4 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Stillwater Private Wealth, LLC CIK 2137933 0.065 83 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.6 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GQQQ). Qtrs Held counts distinct quarters this fund has actually held GQQQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GQQQ position size. Δ columns are the percentage-point change in GQQQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status