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AIMZ Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

AIMZ Investment 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 		$706K Hold
959
– – 0.19% 91
2026
Q1 		$554K Sell
959
-21
-2% -$12.8K 0.17% 90
2025
Q4 		$602K Sell
980
-30
-3% -$18.4K 0.17% 90
2025
Q3 		$606K Hold
1,010
– – 0.19% 85
2025
Q2 		$557K Buy
1,010
+1
+0.1% +$497 0.19% 87
2025
Q1 		$473K Buy
1,009
+444
+79% +$226K 0.17% 92
2024
Q4 		$289K Sell
565
-25
-4% -$12.6K 0.1% 106
2024
Q3 		$288K Sell
590
-19
-3% -$8.99K 0.1% 104
2024
Q2 		$292K Hold
609
– – 0.1% 103
2024
Q1 		$270K Buy
609
+1
+0.2% +$429 0.1% 105
2023
Q4 		$249K Sell
608
-220
-27% -$83.5K 0.1% 105
2023
Q3 		$297K Hold
828
– – 0.13% 94
2023
Q2 		$306K Buy
828
+1
+0.1% +$337 0.13% 96
2023
Q1 		$266K Hold
827
– – 0.12% 97
2022
Q4 		$220K Buy
827
+1
+0.1% +$277 0.1% 107
2022
Q3 		$221K Hold
826
– – 0.11% 102
2022
Q2 		$232K Hold
826
– – 0.11% 100
2022
Q1 		$299K Buy
826
+1
+0.1% +$355 0.12% 101
2021
Q4 		$328K Sell
825
-115
-12% -$44.4K 0.13% 98
2021
Q3 		$336K Sell
940
-26
-3% -$9.57K 0.15% 96
2021
Q2 		$342K Sell
966
-46
-5% -$15.5K 0.15% 93
2021
Q1 		$323K Buy
1,012
+1
+0.1% +$320 0.16% 93
2020
Q4 		$317K Buy
1,011
+57
+6% +$16.7K 0.17% 90
2020
Q3 		$265K Sell
954
-136
-12% -$36.9K 0.16% 85
2020
Q2 		$270K Hold
1,090
– – 0.18% 83
2020
Q1 		$207K Buy
1,090
+1
+0.1% +$212 0.16% 84
2019
Q4 		$231K Buy
1,089
+1
+0.1% +$200 0.15% 88
2019
Q3 		$205K Buy
1,088
+1
+0.1% +$190 0.14% 93
2019
Q2 		$203K Buy
+1,087
New +$200K 0.14% 94

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIMZ Investment Advisors's QQQ Position: Q2 2026 in Review

AIMZ Investment Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 959 shares worth $706K. The position accounts for 0.19% of the portfolio, ranked #91.

AIMZ Investment Advisors first reported a position in QQQ in Q2 2019 and has held it in 29 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • AIMZ Investment Advisors held 959 shares of Invesco QQQ Trust worth $706K as of Q2 2026.
  • AIMZ Investment Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.19% of AIMZ Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • AIMZ Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2019 and has held it in 29 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.