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Approach Retirement Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Approach Retirement 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 		– Sell
-888
Closed -$513K – 86
2026
Q1 		$513K Buy
888
+1
+0.1% +$608 0.43% 44
2025
Q4 		$545K Buy
+887
New +$544K 0.47% 43

Other funds holding QQQ

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Approach Retirement Advisors's QQQ Position: Q2 2026 in Review

Approach Retirement Advisors sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 888 shares — an estimated $513K sold.

Approach Retirement Advisors first reported a position in QQQ in Q4 2025 and held it in 2 quarters. The position peaked at $545K in Q4 2025. 2,511 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Approach Retirement Advisors reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
  • Approach Retirement Advisors sold 888 Invesco QQQ Trust shares in Q2 2026, an estimated $513K.
  • Approach Retirement Advisors first reported a position in Invesco QQQ Trust in Q4 2025 and held it in 2 quarters.
  • Approach Retirement Advisors's Invesco QQQ Trust position peaked at $545K in Q4 2025.
  • 2,511 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.