AWA
QQQ icon

Amplius Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Amplius 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 		$38.6M Buy
52,454
+3,383
+7% +$2.33M 2.83% 11
2026
Q1 		$28.3M Buy
49,071
+4,006
+9% +$2.43M 2.36% 13
2025
Q4 		$27.7M Buy
45,065
+850
+2% +$522K 2.32% 13
2025
Q3 		$26.5M Sell
44,215
-27,345
-38% -$15.7M 2.29% 13
2025
Q2 		$39.5M Buy
71,560
+1,042
+1% +$518K 3.67% 5
2025
Q1 		$33.1M Buy
70,518
+1,751
+3% +$890K 3.44% 7
2024
Q4 		$35.2M Buy
68,767
+1,028
+2% +$520K 3.6% 6
2024
Q3 		$33.1M Buy
67,739
+2,266
+3% +$1.07M 3.61% 9
2024
Q2 		$31.4M Buy
65,473
+340
+0.5% +$153K 3.49% 12
2024
Q1 		$28.9M Sell
65,133
-5,390
-8% -$2.31M 3.24% 10
2023
Q4 		$28.9M Sell
70,523
-2,290
-3% -$869K 3.49% 10
2023
Q3 		$26.1M Sell
72,813
-2,534
-3% -$940K 3.5% 10
2023
Q2 		$27.8M Sell
75,347
-156,544
-68% -$52.7M 3.75% 9
2023
Q1 		$74.4M Buy
231,891
+192,985
+496% +$56.9M 10.67% 1
2022
Q4 		$10.4M Sell
38,906
-88,610
-69% -$24.5M 1.65% 20
2022
Q3 		$34.1M Buy
127,516
+12,784
+11% +$3.86M 6.09% 3
2022
Q2 		$32.2M Buy
114,732
+67,705
+144% +$21M 5.2% 4
2022
Q1 		$17M Buy
47,027
+95
+0.2% +$33.7K 2.62% 12
2021
Q4 		$18.7M Buy
+46,932
New +$18.1M 2.58% 11

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 6.9% in Q2 2026, buying an estimated $2.33M and bringing the position to 52,454 shares worth $38.6M. The position accounts for 2.83% of the portfolio, ranked #11.

Amplius Wealth Advisors first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $74.4M in Q1 2023. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Amplius Wealth Advisors held 52,454 shares of Invesco QQQ Trust worth $38.6M as of Q2 2026.
  • Amplius Wealth Advisors bought 3,383 Invesco QQQ Trust shares in Q2 2026, an estimated $2.33M.
  • Invesco QQQ Trust made up 2.83% of Amplius Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Amplius Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Invesco QQQ Trust position peaked at $74.4M in Q1 2023.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.