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Accel Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Accel Wealth Management’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 		$7.55M Sell
10,259
-572
-5% -$394K 1.7% 11
2026
Q1 		$6.25M Sell
10,831
-1,481
-12% -$900K 1.63% 13
2025
Q4 		$7.56M Buy
12,312
+850
+7% +$522K 2.07% 7
2025
Q3 		$6.88M Buy
11,462
+1,435
+14% +$822K 2% 7
2025
Q2 		$5.53M Buy
10,027
+382
+4% +$190K 1.85% 10
2025
Q1 		$4.52M Buy
9,645
+610
+7% +$310K 1.63% 12
2024
Q4 		$4.62M Buy
9,035
+248
+3% +$125K 1.75% 12
2024
Q3 		$4.29M Buy
8,787
+6
+0.1% +$2.84K 1.6% 13
2024
Q2 		$4.21M Buy
8,781
+352
+4% +$158K 1.68% 14
2024
Q1 		$3.74M Buy
8,429
+383
+5% +$164K 1.59% 14
2023
Q4 		$3.3M Buy
8,046
+115
+1% +$43.7K 1.65% 13
2023
Q3 		$2.84M Sell
7,931
-16
-0.2% -$5.93K 1.58% 16
2023
Q2 		$2.94M Buy
7,947
+399
+5% +$134K 1.62% 15
2023
Q1 		$2.42M Buy
7,548
+273
+4% +$80.5K 0.99% 18
2022
Q4 		$1.94M Sell
7,275
-330
-4% -$91.3K 0.93% 27
2022
Q3 		$2.15M Sell
7,605
-1,316
-15% -$397K 1.15% 16
2022
Q2 		$2.6M Sell
8,921
-609
-6% -$189K 1.49% 12
2022
Q1 		$3.45M Sell
9,530
-1,109
-10% -$394K 1.78% 9
2021
Q4 		$4.23M Buy
10,639
+3,263
+44% +$1.26M 2.08% 5
2021
Q3 		$2.64M Buy
7,376
+1,360
+23% +$501K 1.71% 11
2021
Q2 		$2.13M Buy
6,016
+4,397
+272% +$1.48M 1.41% 13
2021
Q1 		$517K Buy
1,619
+451
+39% +$144K 0.42% 55
2020
Q4 		$367K Buy
+1,168
New +$343K 0.34% 63

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

Accel Wealth Management's QQQ Position: Q2 2026 in Review

Accel Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 5.3% in Q2 2026, selling an estimated $394K and leaving 10,259 shares worth $7.55M. The position accounts for 1.7% of the portfolio, ranked #11.

Accel Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.56M in Q4 2025. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Accel Wealth Management held 10,259 shares of Invesco QQQ Trust worth $7.55M as of Q2 2026.
  • Accel Wealth Management sold 572 Invesco QQQ Trust shares in Q2 2026, an estimated $394K.
  • Invesco QQQ Trust made up 1.7% of Accel Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Accel Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Invesco QQQ Trust position peaked at $7.56M in Q4 2025.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.