Ahara Advisors
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Ahara Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Ahara 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 		$729K Buy
985
+199
+25% +$142K 0.44% 37
2026
Q2 		$579K Sell
786
-200
-20% -$138K 0.39% 39
2026
Q1 		$569K Buy
986
+97
+11% +$58.9K 0.48% 38
2025
Q4 		$546K Buy
+889
New +$546K 0.5% 36

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Ahara Advisors's QQQ Position: Q3 2026 in Review

Ahara Advisors increased its Invesco QQQ Trust (QQQ) stake by 25% in Q3 2026, buying an estimated $142K and bringing the position to 985 shares worth $729K. The position accounts for 0.44% of the portfolio, ranked #37.

Ahara Advisors first reported a position in QQQ in Q4 2025 and has held it in 4 quarters since. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Ahara Advisors held 985 shares of Invesco QQQ Trust worth $729K as of Q3 2026.
  • Ahara Advisors bought 199 Invesco QQQ Trust shares in Q3 2026, an estimated $142K.
  • Invesco QQQ Trust made up 0.44% of Ahara Advisors's portfolio in Q3 2026, its #37 holding.
  • Ahara Advisors first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 4 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Ahara Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.