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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AGH Wealth Advisors's QQQ Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 8.7% in Q2 2026, selling an estimated $55K and leaving 840 shares worth $619K. The position accounts for 0.39% of the portfolio, ranked #54.

AGH Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

AGH Wealth Advisors held 840 shares of Invesco QQQ Trust worth $619K as of Q2 2026.
AGH Wealth Advisors sold 80 Invesco QQQ Trust shares in Q2 2026, an estimated $55K.
Invesco QQQ Trust made up 0.39% of AGH Wealth Advisors's portfolio in Q2 2026, its #54 holding.
AGH Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.