Accel Wealth Management
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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
Q3 		$8.39M Buy
11,337
+1,078
+11% +$770K 1.81% 11
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Accel Wealth Management's QQQ Position: Q3 2026 in Review

Accel Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 11% in Q3 2026, buying an estimated $770K and bringing the position to 11,337 shares worth $8.39M. The position accounts for 1.81% of the portfolio, ranked #11.

Accel Wealth Management first reported a position in QQQ in Q4 2020 and has held it in 24 quarters since. 1,657 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Accel Wealth Management held 11,337 shares of Invesco QQQ Trust worth $8.39M as of Q3 2026.
  • Accel Wealth Management bought 1,078 Invesco QQQ Trust shares in Q3 2026, an estimated $770K.
  • Invesco QQQ Trust made up 1.81% of Accel Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Accel Wealth Management first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 24 quarters since.
  • 1,657 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.