Advisornet Financial’s Invesco QQQ Trust QQQ Stock Holding History

Advisornet Financial’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
2025 Q3	–	Sell	-200	Closed	-$110K	–	2319
2025 Q2	$110K	Buy	+200	New	+$99.5K	0.01%	735
2025 Q1	–	Sell	-200	Closed	-$102K	–	2230
2024 Q4	$102K	Buy	+200	New	+$101K	0.01%	684
2024 Q2	–	Sell	-300	Closed	-$133	–	2169
2024 Q1	$133	Buy	+300	New	+$129K	﹤0.01%	2004
2022 Q4	–	Sell	-600	Closed	-$160K	–	2467
2022 Q3	$160K	Sell	600 -500	-45%	-$151K	0.02%	550
2022 Q2	$308K	Sell	1,100 -42,600	-97%	-$13.2M	0.03%	413
2022 Q1	$15.8M	Buy	+43,700	New	+$15.5M	0.99%	14

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisornet Financial's QQQ Position: Q2 2026 in Review

Advisornet Financial increased its Invesco QQQ Trust (QQQ) stake by 4.9% in Q2 2026, buying an estimated $780K and bringing the position to 24,057 shares worth $17.7M. The position accounts for 0.81% of the portfolio, ranked #35.

Advisornet Financial first reported a position in QQQ in Q4 2017 and has held it in 35 quarters since. 2,653 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Advisornet Financial held 24,057 shares of Invesco QQQ Trust worth $17.7M as of Q2 2026.
Advisornet Financial bought 1,134 Invesco QQQ Trust shares in Q2 2026, an estimated $780K.
Invesco QQQ Trust made up 0.81% of Advisornet Financial's portfolio in Q2 2026, its #35 holding.
Advisornet Financial first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 35 quarters since.
2,653 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.