4A
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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
Q1 		– Sell
-1,400
Closed -$860K – 151
2025
Q4 		$860K Sell
1,400
-600
-30% -$368K 0.73% 37
2025
Q3 		$1.2M Sell
2,000
-1,000
-33% -$573K 1.07% 27
2025
Q2 		$1.65M Buy
3,000
+1,400
+88% +$696K 1.68% 14
2025
Q1 		$750K Buy
1,600
+600
+60% +$305K 0.82% 32
2024
Q4 		$511K Buy
+1,000
New +$506K 0.51% 70

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 1,470 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.
  • 1,470 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.