ARS Investment Partners’s Invesco QQQ Trust QQQ Stock Holding History

ARS Investment Partners’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	$296K	Sell	402 -75	-16%	-$51.6K	0.01%	160
2026 Q1	$275K	Hold	477	–	–	0.01%	160
2025 Q4	$293K	Buy	477 +54	+13%	+$33.1K	0.02%	155
2025 Q3	$254K	Buy	+423	New	+$242K	0.02%	167
2024 Q2	–	Sell	-1,160	Closed	-$515K	–	178
2024 Q1	$515K	Sell	1,160 -115	-9%	-$49.3K	0.05%	100
2023 Q4	$522K	Buy	+1,275	New	+$484K	0.06%	102

Other funds holding QQQ

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

ARS Investment Partners's QQQ Position: Q2 2026 in Review

ARS Investment Partners reduced its Invesco QQQ Trust (QQQ) stake by 16% in Q2 2026, selling an estimated $51.6K and leaving 402 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #160.

ARS Investment Partners first reported a position in QQQ in Q4 2023 and has held it in 6 quarters since. The position peaked at $522K in Q4 2023. 1,300 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

ARS Investment Partners held 402 shares of Invesco QQQ Trust worth $296K as of Q2 2026.
ARS Investment Partners sold 75 Invesco QQQ Trust shares in Q2 2026, an estimated $51.6K.
Invesco QQQ Trust made up 0.01% of ARS Investment Partners's portfolio in Q2 2026, its #160 holding.
ARS Investment Partners first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 6 quarters since.
ARS Investment Partners's Invesco QQQ Trust position peaked at $522K in Q4 2023.
1,300 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.