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American Institute for Advanced Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

American Institute for Advanced Investment 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
Q2 		$988K Buy
1,341
+8
+0.6% +$5.5K 0.57% 55
2026
Q1 		$769K Sell
1,333
-15
-1% -$9.11K 0.5% 59
2025
Q4 		$827K Sell
1,348
-31
-2% -$19K 0.53% 52
2025
Q3 		$828K Buy
1,379
+69
+5% +$39.5K 0.54% 49
2025
Q2 		$723K Sell
1,310
-5
-0.4% -$2.49K 0.51% 53
2025
Q1 		$617K Buy
1,315
+240
+22% +$122K 0.47% 61
2024
Q4 		$550K Sell
1,075
-278
-21% -$141K 0.41% 74
2024
Q3 		$660K Sell
1,353
-30
-2% -$14.2K 0.47% 60
2024
Q2 		$663K Buy
1,383
+25
+2% +$11.2K 0.51% 52
2024
Q1 		$603K Buy
1,358
+265
+24% +$114K 0.48% 60
2023
Q4 		$448K Sell
1,093
-746
-41% -$283K 0.4% 68
2023
Q3 		$493K Buy
1,839
+457
+33% +$169K 0.46% 65
2023
Q2 		$511K Buy
1,382
+10
+0.7% +$3.37K 0.45% 63
2023
Q1 		$359K Sell
1,372
-54
-4% -$15.9K 0.38% 69
2022
Q4 		$380K Buy
1,426
+115
+9% +$31.8K 0.35% 77
2022
Q3 		$350K Sell
1,311
-125
-9% -$37.7K 0.33% 72
2022
Q2 		$402K Sell
1,436
-20
-1% -$6.21K 0.35% 72
2022
Q1 		$528K Sell
1,456
-15
-1% -$5.33K 0.38% 65
2021
Q4 		$585K Sell
1,471
-31
-2% -$12K 0.39% 64
2021
Q3 		$538K Sell
1,502
-60
-4% -$22.1K 0.38% 66
2021
Q2 		$554K Sell
1,562
-169
-10% -$56.8K 0.39% 67
2021
Q1 		$552K Buy
1,731
+20
+1% +$6.39K 0.42% 60
2020
Q4 		$537K Buy
1,711
+70
+4% +$20.6K 0.43% 61
2020
Q3 		$456K Sell
1,641
-210
-11% -$57K 0.41% 59
2020
Q2 		$458K Hold
1,851
– – 0.43% 58
2020
Q1 		$352K Buy
1,851
+340
+23% +$72K 0.38% 61
2019
Q4 		$321K Buy
+1,511
New +$303K 0.31% 71

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

American Institute for Advanced Investment Management's QQQ Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Invesco QQQ Trust (QQQ) stake by 0.6% in Q2 2026, buying an estimated $5.5K and bringing the position to 1,341 shares worth $988K. The position accounts for 0.57% of the portfolio, ranked #55.

American Institute for Advanced Investment Management first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 3,167 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • American Institute for Advanced Investment Management held 1,341 shares of Invesco QQQ Trust worth $988K as of Q2 2026.
  • American Institute for Advanced Investment Management bought 8 Invesco QQQ Trust shares in Q2 2026, an estimated $5.5K.
  • Invesco QQQ Trust made up 0.57% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #55 holding.
  • American Institute for Advanced Investment Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 3,167 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.