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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
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% +$2.23K 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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
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
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Atticus Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 3.6% in Q2 2026, buying an estimated $255K and bringing the position to 10,799 shares worth $7.95M. The position accounts for 1.89% of the portfolio, ranked #9.

Atticus Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 1,761 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Atticus Wealth Management held 10,799 shares of Invesco QQQ Trust worth $7.95M as of Q2 2026.
  • Atticus Wealth Management bought 371 Invesco QQQ Trust shares in Q2 2026, an estimated $255K.
  • Invesco QQQ Trust made up 1.89% of Atticus Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Atticus Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 1,761 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.