Altus Wealth Management
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Altus Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Altus Wealth Management’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 		$47.8M Buy
64,584
+503
+0.8% +$359K 18.14% 2
2026
Q2 		$47.2M Buy
64,081
+117
+0.2% +$80.5K 18.16% 2
2026
Q1 		$36.9M Sell
63,964
-425
-0.7% -$258K 16.41% 2
2025
Q4 		$39.6M Sell
64,389
-2,236
-3% -$1.37M 17.05% 2
2025
Q3 		$40M Buy
66,625
+936
+1% +$536K 17.71% 2
2025
Q2 		$36.2M Sell
65,689
-2,559
-4% -$1.27M 17.34% 2
2025
Q1 		$32M Sell
68,248
-1,082
-2% -$550K 14.98% 2
2024
Q4 		$35.4M Buy
69,330
+424
+0.6% +$214K 15.85% 2
2024
Q3 		$33.6M Sell
68,906
-2,292
-3% -$1.08M 15.78% 2
2024
Q2 		$34.1M Buy
71,198
+135
+0.2% +$60.7K 16.4% 2
2024
Q1 		$31.6M Buy
71,063
+773
+1% +$331K 16.6% 2
2023
Q4 		$28.8M Buy
70,290
+766
+1% +$291K 17.22% 2
2023
Q3 		$24.9M Buy
69,524
+116
+0.2% +$43K 17.3% 2
2023
Q2 		$25.6M Sell
69,408
-5,977
-8% -$2.01M 20.24% 2
2023
Q1 		$24.2M Buy
75,385
+2,844
+4% +$839K 20.01% 2
2022
Q4 		$19.3M Buy
72,541
+603
+0.8% +$167K 17.02% 2
2022
Q3 		$19.2M Buy
71,938
+446
+0.6% +$135K 16.46% 2
2022
Q2 		$20M Buy
71,492
+730
+1% +$227K 15.59% 2
2022
Q1 		$25.7M Buy
70,762
+1,493
+2% +$530K 17.66% 2
2021
Q4 		$27.6M Sell
69,269
-1,037
-1% -$400K 16.42% 2
2021
Q3 		$25.2M Buy
70,306
+2,633
+4% +$970K 15.94% 2
2021
Q2 		$24M Buy
67,673
+845
+1% +$284K 15.45% 2
2021
Q1 		$21.3M Buy
66,828
+1,014
+2% +$324K 15.13% 2
2020
Q4 		$20.6M Sell
65,814
-3,625
-5% -$1.06M 16.02% 2
2020
Q3 		$19.3M Buy
69,439
+3,168
+5% +$859K 17.74% 2
2020
Q2 		$16.4M Buy
66,271
+1,717
+3% +$385K 18.28% 2
2020
Q1 		$12.3M Buy
64,554
+504
+0.8% +$107K 17.57% 2
2019
Q4 		$13.6M Buy
+64,050
New +$12.8M 13.33% 2

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

Altus Wealth Management's QQQ Position: Q3 2026 in Review

Altus Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 0.78% in Q3 2026, buying an estimated $359K and bringing the position to 64,584 shares worth $47.8M. The position accounts for 18.14% of the portfolio, ranked #2.

Altus Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 28 quarters since. 1,980 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Altus Wealth Management held 64,584 shares of Invesco QQQ Trust worth $47.8M as of Q3 2026.
  • Altus Wealth Management bought 503 Invesco QQQ Trust shares in Q3 2026, an estimated $359K.
  • Invesco QQQ Trust made up 18.14% of Altus Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Altus Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 28 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Altus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.