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
2025 Q4	–	Sell	-200	Closed	-$120K	–	199
2025 Q3	$120K	Buy	+200	New	+$115K	0.01%	188

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

ARS Wealth Advisors Group's QQQ Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Invesco QQQ Trust (QQQ) stake by 1.2% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,744 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #85.

ARS Wealth Advisors Group first reported a position in QQQ in Q3 2021 and has held it in 16 quarters since. 1,828 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

ARS Wealth Advisors Group held 1,744 shares of Invesco QQQ Trust worth $1.28M as of Q2 2026.
ARS Wealth Advisors Group bought 21 Invesco QQQ Trust shares in Q2 2026, an estimated $14.4K.
Invesco QQQ Trust made up 0.1% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #85 holding.
ARS Wealth Advisors Group first reported a position in Invesco QQQ Trust in Q3 2021 and has held it in 16 quarters since.
1,828 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.