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180 Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

180 Wealth 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 		$1.56M Buy
2,113
+7
+0.3% +$4.82K 0.16% 142
2026
Q1 		$1.22M Buy
2,106
+223
+12% +$135K 0.14% 163
2025
Q4 		$1.16M Sell
1,883
-602
-24% -$369K 0.13% 161
2025
Q3 		$1.49M Sell
2,485
-12
-0.5% -$6.87K 0.18% 118
2025
Q2 		$1.38M Buy
2,497
+15
+0.6% +$7.46K 0.19% 117
2025
Q1 		$1.17M Sell
2,482
-34
-1% -$17.3K 0.19% 120
2024
Q4 		$1.29M Sell
2,516
-34
-1% -$17.2K 0.2% 109
2024
Q3 		$1.24M Sell
2,550
-110
-4% -$52.1K 0.2% 111
2024
Q2 		$1.31M Buy
2,660
+344
+15% +$155K 0.21% 106
2024
Q1 		$1.03M Sell
2,316
-68
-3% -$29.2K 0.18% 115
2023
Q4 		$960K Sell
2,384
-44
-2% -$16.7K 0.19% 116
2023
Q3 		$870K Buy
2,428
+29
+1% +$10.8K 0.2% 116
2023
Q2 		$888K Sell
2,399
-19
-0.8% -$6.4K 0.2% 119
2023
Q1 		$776K Buy
2,418
+38
+2% +$11.2K 0.18% 130
2022
Q4 		$698K Buy
2,380
+202
+9% +$55.9K 0.16% 131
2022
Q3 		$582K Buy
2,178
+29
+1% +$8.75K 0.16% 124
2022
Q2 		$606K Sell
2,149
-7
-0.3% -$2.17K 0.15% 129
2022
Q1 		$747K Buy
2,156
+126
+6% +$44.7K 0.16% 129
2021
Q4 		$714K Sell
2,030
-47
-2% -$18.1K 0.16% 129
2021
Q3 		$766K Sell
2,077
-35
-2% -$12.9K 0.17% 126
2021
Q2 		$775K Buy
2,112
+117
+6% +$39.3K 0.18% 123
2021
Q1 		$652K Buy
1,995
+9
+0.5% +$2.88K 0.16% 134
2020
Q4 		$628K Buy
1,986
+185
+10% +$54.3K 0.18% 124
2020
Q3 		$512K Sell
1,801
-63
-3% -$17.1K 0.19% 111
2020
Q2 		$484K Sell
1,864
-20
-1% -$4.48K 0.19% 118
2020
Q1 		$350K Buy
+1,884
New +$399K 0.18% 138

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

180 Wealth Advisors's QQQ Position: Q2 2026 in Review

180 Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.33% in Q2 2026, buying an estimated $4.82K and bringing the position to 2,113 shares worth $1.56M. The position accounts for 0.16% of the portfolio, ranked #142.

180 Wealth Advisors first reported a position in QQQ in Q1 2020 and has held it in 26 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • 180 Wealth Advisors held 2,113 shares of Invesco QQQ Trust worth $1.56M as of Q2 2026.
  • 180 Wealth Advisors bought 7 Invesco QQQ Trust shares in Q2 2026, an estimated $4.82K.
  • Invesco QQQ Trust made up 0.16% of 180 Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • 180 Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 26 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.