4Wealth Advisors
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4Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

4Wealth 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
Q3 		$1.51M Buy
2,043
+64
+3% +$45.7K 1.04% 25
2026
Q2 		$1.43M Buy
1,979
+229
+13% +$158K 1.1% 27
2026
Q1 		$977K Sell
1,750
-351
-17% -$213K 0.83% 32
2025
Q4 		$1.29M Sell
2,101
-118
-5% -$72.4K 1.1% 22
2025
Q3 		$1.33M Buy
2,219
+100
+5% +$57.3K 1.19% 21
2025
Q2 		$1.17M Buy
2,119
+230
+12% +$114K 1.19% 22
2025
Q1 		$886K Buy
1,889
+213
+13% +$108K 0.97% 26
2024
Q4 		$857K Buy
+1,676
New +$848K 0.86% 28

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

4Wealth Advisors's QQQ Position: Q3 2026 in Review

4Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 3.2% in Q3 2026, buying an estimated $45.7K and bringing the position to 2,043 shares worth $1.51M. The position accounts for 1.04% of the portfolio, ranked #25.

4Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 1,980 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • 4Wealth Advisors held 2,043 shares of Invesco QQQ Trust worth $1.51M as of Q3 2026.
  • 4Wealth Advisors bought 64 Invesco QQQ Trust shares in Q3 2026, an estimated $45.7K.
  • Invesco QQQ Trust made up 1.04% of 4Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • 4Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.