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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
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

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

4Wealth Advisors's QQQ Position: Q2 2026 in Review

4Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 13% in Q2 2026, buying an estimated $158K and bringing the position to 1,979 shares worth $1.43M. The position accounts for 1.1% of the portfolio, ranked #27.

4Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • 4Wealth Advisors held 1,979 shares of Invesco QQQ Trust worth $1.43M as of Q2 2026.
  • 4Wealth Advisors bought 229 Invesco QQQ Trust shares in Q2 2026, an estimated $158K.
  • Invesco QQQ Trust made up 1.1% of 4Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • 4Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.