AdviceOne Advisory Services
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AdviceOne Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

AdviceOne Advisory Services’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 		$226K Hold
306
– – 0.14% 39
2026
Q2 		$225K Buy
+306
New +$211K 0.13% 41

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AdviceOne Advisory Services's QQQ Position: Q3 2026 in Review

AdviceOne Advisory Services held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 306 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #39.

AdviceOne Advisory Services first reported a position in QQQ in Q2 2026 and has held it in 2 quarters since. 1,451 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • AdviceOne Advisory Services held 306 shares of Invesco QQQ Trust worth $226K as of Q3 2026.
  • AdviceOne Advisory Services left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.14% of AdviceOne Advisory Services's portfolio in Q3 2026, its #39 holding.
  • AdviceOne Advisory Services first reported a position in Invesco QQQ Trust in Q2 2026 and has held it in 2 quarters since.
  • 1,451 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.