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

Aries 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 Q2	$2.83M	Buy	3,838 +312	+9%	+$215K	0.56%	40
2026 Q1	$2.04M	Hold	3,526	–	–	0.45%	50
2025 Q4	$2.17M	Buy	3,526 +15	+0.4%	+$9.2K	0.48%	50
2025 Q3	$2.11M	Hold	3,511	–	–	0.5%	49
2025 Q2	$1.94M	Buy	3,511 +208	+6%	+$103K	0.51%	48
2025 Q1	$1.55M	Buy	3,303 +359	+12%	+$182K	0.42%	61
2024 Q4	$1.51M	Buy	2,944 +1,787	+154%	+$904K	0.41%	58
2024 Q3	$565K	Hold	1,157	–	–	0.16%	126
2024 Q2	$554K	Hold	1,157	–	–	0.17%	113
2024 Q1	$514K	Sell	1,157 -12	-1%	-$5.14K	0.17%	124
2023 Q4	$479K	Sell	1,169 -10	-0.8%	-$3.8K	0.17%	123
2023 Q3	$436K	Hold	1,179	–	–	0.17%	122
2023 Q2	$436K	Hold	1,179	–	–	0.17%	124
2023 Q1	$378K	Hold	1,179	–	–	0.16%	131
2022 Q4	$314K	Buy	1,179 +22	+2%	+$6.08K	0.14%	140
2022 Q3	$322K	Buy	1,157 +242	+26%	+$73K	0.14%	134
2022 Q2	$256K	Sell	915 -7,766	-89%	-$2.41M	0.12%	141
2022 Q1	$3.15M	Buy	8,681 +7,766	+849%	+$2.76M	1.36%	26
2021 Q4	$364K	Hold	915	–	–	0.14%	132
2021 Q3	$328K	Hold	915	–	–	0.14%	136
2021 Q2	$324K	Hold	915	–	–	0.14%	132
2021 Q1	$308K	Hold	915	–	–	0.14%	133
2020 Q4	$292K	Hold	915	–	–	0.15%	129
2020 Q3	$254K	Hold	915	–	–	0.14%	121
2020 Q2	$227K	Buy	+915	New	+$205K	0.14%	124

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aries Wealth Management's QQQ Position: Q2 2026 in Review

Aries Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 8.8% in Q2 2026, buying an estimated $215K and bringing the position to 3,838 shares worth $2.83M. The position accounts for 0.56% of the portfolio, ranked #40.

Aries Wealth Management first reported a position in QQQ in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.15M in Q1 2022. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Aries Wealth Management held 3,838 shares of Invesco QQQ Trust worth $2.83M as of Q2 2026.
Aries Wealth Management bought 312 Invesco QQQ Trust shares in Q2 2026, an estimated $215K.
Invesco QQQ Trust made up 0.56% of Aries Wealth Management's portfolio in Q2 2026, its #40 holding.
Aries Wealth Management first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 25 quarters since.
Aries Wealth Management's Invesco QQQ Trust position peaked at $3.15M in Q1 2022.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.