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Abundance Wealth Counselors’s Invesco QQQ Trust QQQ Stock Holding History

Abundance Wealth Counselors’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 		$243K Buy
+330
New +$227K 0.02% 263
2021
Q2 		– Sell
-44
Closed -$14K – 277
2021
Q1 		$14K Buy
+44
New +$14.1K ﹤0.01% 252

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
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Abundance Wealth Counselors's QQQ Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 330 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in QQQ as recently as Q1 2021.

Abundance Wealth Counselors first reported a position in QQQ in Q1 2021 and has held it in 2 quarters since. 1,974 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Abundance Wealth Counselors held 330 shares of Invesco QQQ Trust worth $243K as of Q2 2026.
  • Invesco QQQ Trust was a new Abundance Wealth Counselors position in Q2 2026.
  • Invesco QQQ Trust made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #263 holding.
  • Abundance Wealth Counselors first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 2 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.