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

Atticus 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
Q3 		$7.6M Sell
10,272
-527
-5% -$377K 1.68% 9
2026
Q2 		$7.95M Buy
10,799
+371
+4% +$255K 1.89% 9
2026
Q1 		$6.02M Sell
10,428
-199
-2% -$121K 1.63% 10
2025
Q4 		$6.53M Buy
10,627
+556
+6% +$341K 1.61% 11
2025
Q3 		$6.05M Buy
10,071
+278
+3% +$159K 1.53% 11
2025
Q2 		$5.4M Buy
9,793
+764
+8% +$380K 1.46% 11
2025
Q1 		$4.23M Hold
9,029
– – 1.38% 13
2024
Q4 		$4.62M Sell
9,029
-76
-0.8% -$38.4K 1.44% 13
2024
Q3 		$4.44M Buy
9,105
+150
+2% +$71K 1.43% 12
2024
Q2 		$4.29M Sell
8,955
-565
-6% -$254K 1.4% 13
2024
Q1 		$4.23M Sell
9,520
-320
-3% -$137K 1.38% 13
2023
Q4 		$4.03M Sell
9,840
-841
-8% -$319K 1.42% 13
2023
Q3 		$3.83M Buy
10,681
+6
+0.1% +$2.22K 1.47% 13
2023
Q2 		$3.94M Sell
10,675
-281
-3% -$94.6K 1.45% 13
2023
Q1 		$3.52M Sell
10,956
-21
-0.2% -$6.2K 1.34% 14
2022
Q4 		$2.92M Buy
10,977
+34
+0.3% +$9.4K 1.2% 18
2022
Q3 		$3.07M Hold
10,943
– – 1.48% 15
2022
Q2 		$3.07M Sell
10,943
-5,214
-32% -$1.62M 1.27% 18
2022
Q1 		$5.86M Buy
16,157
+5,378
+50% +$1.91M 2.14% 12
2021
Q4 		$4.29M Sell
10,779
-293
-3% -$113K 1.67% 15
2021
Q3 		$3.96M Sell
11,072
-17
-0.2% -$6.26K 1.74% 14
2021
Q2 		$3.93M Sell
11,089
-810
-7% -$272K 1.71% 16
2021
Q1 		$3.8M Sell
11,899
-1,219
-9% -$390K 1.81% 15
2020
Q4 		$4.12M Buy
13,118
+832
+7% +$244K 2.07% 12
2020
Q3 		$3.41M Buy
12,286
+1,155
+10% +$313K 2.04% 12
2020
Q2 		$2.76M Sell
11,131
-4,669
-30% -$1.05M 1.82% 14
2020
Q1 		$3.01M Sell
15,800
-2,039
-11% -$432K 2.43% 11
2019
Q4 		$3.79M Buy
+17,839
New +$3.57M 2.42% 10

Other funds holding QQQ

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Atticus Wealth Management's QQQ Position: Q3 2026 in Review

Atticus Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 4.9% in Q3 2026, selling an estimated $377K and leaving 10,272 shares worth $7.6M. The position accounts for 1.68% of the portfolio, ranked #9.

Atticus Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.95M in Q2 2026. 2,366 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Atticus Wealth Management held 10,272 shares of Invesco QQQ Trust worth $7.6M as of Q3 2026.
  • Atticus Wealth Management sold 527 Invesco QQQ Trust shares in Q3 2026, an estimated $377K.
  • Invesco QQQ Trust made up 1.68% of Atticus Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Atticus Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Invesco QQQ Trust position peaked at $7.95M in Q2 2026.
  • 2,366 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.