ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Invesco QQQ Trust QQQ Stock Holding History

ARS Wealth Advisors Group’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 		$1.35M Buy
1,828
+84
+5% +$60K 0.1% 80
2026
Q2 		$1.28M Buy
1,744
+21
+1% +$14.4K 0.1% 85
2026
Q1 		$995K Sell
1,723
-81
-4% -$49.2K 0.08% 87
2025
Q4 		$1.11M Sell
1,804
-55
-3% -$33.8K 0.1% 73
2025
Q3 		$1.12M Sell
1,859
-3
-0.2% -$1.72K 0.11% 72
2025
Q2 		$1.03M Buy
+1,862
New +$926K 0.12% 72
2024
Q4 		– Sell
-1,768
Closed -$863K – 180
2024
Q3 		$863K Buy
1,768
+31
+2% +$14.7K 0.11% 77
2024
Q2 		$832K Sell
1,737
-104
-6% -$46.8K 0.11% 73
2024
Q1 		$817K Buy
1,841
+282
+18% +$121K 0.11% 76
2023
Q4 		$639K Buy
1,559
+250
+19% +$94.9K 0.09% 83
2023
Q3 		$469K Buy
+1,309
New +$485K 0.08% 95
2023
Q1 		– Sell
-1,118
Closed -$298K – 142
2022
Q4 		$298K Sell
1,118
-24
-2% -$6.64K 0.05% 110
2022
Q3 		$305K Sell
1,142
-332
-23% -$100K 0.05% 116
2022
Q2 		$413K Sell
1,474
-481
-25% -$149K 0.06% 114
2022
Q1 		$709K Sell
1,955
-410
-17% -$146K 0.12% 65
2021
Q4 		$941K Buy
2,365
+13
+0.6% +$5.02K 0.16% 58
2021
Q3 		$842K Buy
+2,352
New +$866K 0.15% 59

Other funds holding QQQ

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
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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ARS Wealth Advisors Group's QQQ Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Invesco QQQ Trust (QQQ) stake by 4.8% in Q3 2026, buying an estimated $60K and bringing the position to 1,828 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #80.

ARS Wealth Advisors Group first reported a position in QQQ in Q3 2021 and has held it in 17 quarters since. 2,095 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • ARS Wealth Advisors Group held 1,828 shares of Invesco QQQ Trust worth $1.35M as of Q3 2026.
  • ARS Wealth Advisors Group bought 84 Invesco QQQ Trust shares in Q3 2026, an estimated $60K.
  • Invesco QQQ Trust made up 0.1% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #80 holding.
  • ARS Wealth Advisors Group first reported a position in Invesco QQQ Trust in Q3 2021 and has held it in 17 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.