AGH Wealth Advisors
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AGH Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

AGH Wealth Advisors’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 		$621K Hold
840
– – 0.36% 59
2026
Q2 		$619K Sell
840
-80
-9% -$55K 0.39% 54
2026
Q1 		$531K Hold
920
– – 0.39% 54
2025
Q4 		$565K Buy
920
+8
+0.9% +$4.91K 0.42% 46
2025
Q3 		$548K Sell
912
-45
-5% -$25.8K 0.4% 51
2025
Q2 		$528K Hold
957
– – 0.44% 45
2025
Q1 		$449K Sell
957
-20
-2% -$10.2K 0.43% 52
2024
Q4 		$499K Buy
+977
New +$494K 0.46% 49

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

AGH Wealth Advisors's QQQ Position: Q3 2026 in Review

AGH Wealth Advisors held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 840 shares worth $621K. The position accounts for 0.36% of the portfolio, ranked #59.

AGH Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 1,945 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • AGH Wealth Advisors held 840 shares of Invesco QQQ Trust worth $621K as of Q3 2026.
  • AGH Wealth Advisors left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.36% of AGH Wealth Advisors's portfolio in Q3 2026, its #59 holding.
  • AGH Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.