Amplius Wealth Advisors
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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
Q3 		$42.5M Buy
57,406
+4,952
+9% +$3.54M 2.91% 7
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Amplius Wealth Advisors's QQQ Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 9.4% in Q3 2026, buying an estimated $3.54M and bringing the position to 57,406 shares worth $42.5M. The position accounts for 2.91% of the portfolio, ranked #7.

Amplius Wealth Advisors first reported a position in QQQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $74.4M in Q1 2023. 2,486 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Amplius Wealth Advisors held 57,406 shares of Invesco QQQ Trust worth $42.5M as of Q3 2026.
  • Amplius Wealth Advisors bought 4,952 Invesco QQQ Trust shares in Q3 2026, an estimated $3.54M.
  • Invesco QQQ Trust made up 2.91% of Amplius Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Amplius Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Invesco QQQ Trust position peaked at $74.4M in Q1 2023.
  • 2,486 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.