1620 Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

1620 Investment Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$736	Hold	1	–	–	﹤0.01%	653
2026 Q1	$577	Hold	1	–	–	﹤0.01%	636
2025 Q4	$614	Hold	1	–	–	﹤0.01%	623
2025 Q3	$600	Hold	1	–	–	﹤0.01%	619
2025 Q2	$552	Sell	1 -3	-75%	-$1.49K	﹤0.01%	650
2025 Q1	$1.88K	Buy	4 +3	+300%	+$1.52K	﹤0.01%	583
2024 Q4	$511	Sell	1 -5	-83%	-$2.53K	﹤0.01%	670
2024 Q3	$2.93K	Sell	6 -836	-99%	-$396K	﹤0.01%	559
2024 Q2	$76.3K	Buy	+842	New	+$379K	0.06%	252

Other funds holding QQQ

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

1620 Investment Advisors's QQQ Position: Q2 2026 in Review

1620 Investment Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1 share worth $736. The position accounts for ﹤0.01% of the portfolio, ranked #653.

1620 Investment Advisors first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $76.3K in Q2 2024. 1,761 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

1620 Investment Advisors held 1 share of Invesco QQQ Trust worth $736 as of Q2 2026.
1620 Investment Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #653 holding.
1620 Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Invesco QQQ Trust position peaked at $76.3K in Q2 2024.
1,761 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.