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Avidian Wealth Enterprises’s Invesco QQQ Trust QQQ Stock Holding History

Avidian Wealth Enterprises’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
2021
Q4 		– Sell
-110,000
Closed -$1.46M – 560
2021
Q3 		$1.46M Buy
+110,000
New +$40.5M 0.11% 103
2020
Q4 		– Sell
-7,400
Closed -$25K – 340
2020
Q3 		$25K Hold
7,400
– – ﹤0.01% 278
2020
Q2 		$20K Buy
+7,400
New +$1.66M ﹤0.01% 247

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Avidian Wealth Enterprises's QQQ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Invesco QQQ Trust (QQQ) stake by 1.5% in Q2 2026, buying an estimated $109K and bringing the position to 11,021 shares worth $8.12M. The position accounts for 0.22% of the portfolio, ranked #78.

Avidian Wealth Enterprises first reported a position in QQQ in Q2 2020 and has held it in 25 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Avidian Wealth Enterprises held 11,021 shares of Invesco QQQ Trust worth $8.12M as of Q2 2026.
  • Avidian Wealth Enterprises bought 159 Invesco QQQ Trust shares in Q2 2026, an estimated $109K.
  • Invesco QQQ Trust made up 0.22% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #78 holding.
  • Avidian Wealth Enterprises first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 25 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.