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

Aaron 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	$1.72M	Hold	2,334	–	–	0.09%	149
2026 Q1	$1.35M	Hold	2,334	–	–	0.08%	162
2025 Q4	$1.43M	Hold	2,334	–	–	0.08%	179
2025 Q3	$1.4M	Sell	2,334 -10	-0.4%	-$5.73K	0.08%	168
2025 Q2	$1.29M	Buy	2,344 +10	+0.4%	+$4.97K	0.13%	110
2025 Q1	$1.09M	Sell	2,334 -53	-2%	-$26.9K	0.13%	112
2024 Q4	$1.22M	Buy	2,387 +36	+2%	+$18.2K	0.14%	94
2024 Q3	$1.15M	Hold	2,351	–	–	0.14%	100
2024 Q2	$1.13M	Buy	2,351 +17	+0.7%	+$7.65K	0.16%	87
2024 Q1	$1.04M	Hold	2,334	–	–	0.15%	92
2023 Q4	$956K	Hold	2,334	–	–	0.16%	78
2023 Q3	$836K	Hold	2,334	–	–	0.11%	98
2023 Q2	$862K	Hold	2,334	–	–	0.11%	103
2023 Q1	$749K	Sell	2,334 -401	-15%	-$118K	0.1%	112
2022 Q4	$728K	Sell	2,735 -4	-0.1%	-$1.11K	0.11%	112
2022 Q3	$732K	Buy	2,739 +405	+17%	+$122K	0.14%	90
2022 Q2	$654K	Sell	2,334 -3	-0.1%	-$931	0.16%	82
2022 Q1	$847K	Hold	2,337	–	–	0.2%	70
2021 Q4	$929K	Buy	2,337 +16	+0.7%	+$6.18K	0.26%	57
2021 Q3	$830K	Hold	2,321	–	–	0.23%	58
2021 Q2	$822K	Hold	2,321	–	–	0.27%	62
2021 Q1	$740K	Buy	2,321 +3	+0.1%	+$959	0.27%	58
2020 Q4	$727K	Buy	+2,318	New	+$681K	0.27%	53

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Aaron Wealth Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 2,334 shares worth $1.72M. The position accounts for 0.09% of the portfolio, ranked #149.

Aaron Wealth Advisors first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Aaron Wealth Advisors held 2,334 shares of Invesco QQQ Trust worth $1.72M as of Q2 2026.
Aaron Wealth Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
Invesco QQQ Trust made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Aaron Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.