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 Q2	$225K	Buy	+306	New	+$211K	0.13%	41

Other funds holding QQQ

Wealth Enhancement Advisory Services

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AdviceOne Advisory Services's QQQ Position: Q2 2026 in Review

AdviceOne Advisory Services opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 306 shares worth $225K. The stake represents 0.13% of the portfolio and ranks #41 among its holdings.

1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

AdviceOne Advisory Services held 306 shares of Invesco QQQ Trust worth $225K as of Q2 2026.
Invesco QQQ Trust was a new AdviceOne Advisory Services position in Q2 2026.
Invesco QQQ Trust made up 0.13% of AdviceOne Advisory Services's portfolio in Q2 2026, its #41 holding.
1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.