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Ayalon Insurance Company’s Invesco QQQ Trust QQQ Stock Holding History

Ayalon Insurance Company’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 		$13.5M Buy
18,300
+5,662
+45% +$3.9M 1.65% 19
2026
Q1 		$7.29M Buy
12,638
+3,680
+41% +$2.24M 1.49% 17
2025
Q4 		$5.5M Hold
8,958
– – 1.34% 18
2025
Q3 		$5.38M Buy
8,958
+1,322
+17% +$757K 1.36% 22
2025
Q2 		$4.22M Buy
7,636
+15
+0.2% +$7.46K 1.22% 26
2025
Q1 		$3.58M Buy
7,621
+103
+1% +$52.3K 1.15% 28
2024
Q4 		$3.84M Hold
7,518
– – 1.19% 27
2024
Q3 		$3.67M Sell
7,518
-1
-0% -$473 1.14% 29
2024
Q2 		$3.61M Buy
7,519
+1,019
+16% +$458K 1.19% 27
2024
Q1 		$2.89M Sell
6,500
-4,133
-39% -$1.77M 0.96% 32
2023
Q4 		$4.36M Sell
10,633
-1,508
-12% -$572K 1.58% 19
2023
Q3 		$4.36M Sell
12,141
-2,543
-17% -$943K 1.84% 18
2023
Q2 		$5.44M Sell
14,684
-17,795
-55% -$5.99M 2.27% 14
2023
Q1 		$10.4M Sell
32,479
-32,374
-50% -$9.55M 4.49% 7
2022
Q4 		$4.14M Buy
64,853
+47,970
+284% +$13.3M 1.95% 15
2022
Q3 		$4.52M Buy
16,883
+2,922
+21% +$882K 2.13% 12
2022
Q2 		$3.92M Sell
13,961
-3,502
-20% -$1.09M 1.87% 17
2022
Q1 		$6.34M Sell
17,463
-2,007
-10% -$713K 2.15% 11
2021
Q4 		$7.75M Sell
19,470
-383
-2% -$148K 2.65% 9
2021
Q3 		$7.16M Sell
19,853
-3,248
-14% -$1.2M 2.58% 8
2021
Q2 		$8.2M Buy
23,101
+4,530
+24% +$1.52M 2.73% 7
2021
Q1 		$6.03M Buy
18,571
+731
+4% +$234K 2.36% 11
2020
Q4 		$5.6M Buy
17,840
+742
+4% +$218K 2.54% 9
2020
Q3 		$4.79M Sell
17,098
-1,329
-7% -$360K 2.63% 9
2020
Q2 		$4.62M Sell
18,427
-564
-3% -$126K 2.69% 8
2020
Q1 		$3.47M Buy
18,991
+1,465
+8% +$310K 2.57% 10
2019
Q4 		$3.73M Sell
17,526
-3,396
-16% -$680K 2.25% 13
2019
Q3 		$3.92M Sell
20,922
-1,724
-8% -$327K 2.64% 11
2019
Q2 		$4.3M Sell
22,646
-27,917
-55% -$5.14M 2.9% 9
2019
Q1 		$9.21M Sell
50,563
-7,148
-12% -$1.21M 6.63% 3
2018
Q4 		$8.9M Buy
+57,711
New +$9.65M 7.18% 3
2018
Q2 		– Sell
-65,735
Closed -$10.5M – 70
2018
Q1 		$10.5M Sell
65,735
-39,920
-38% -$6.6M 8.78% 2
2017
Q4 		$16.5M Buy
+105,655
New +$16.1M 13.42% 1
2016
Q4 		$22.4M Sell
188,330
-15,050
-7% -$1.78M 18.84% 1
2016
Q3 		$24.2M Hold
203,380
– – 20.49% 1
2016
Q2 		$22M Hold
203,380
– – 18.52% 1
2016
Q1 		$22.5M Buy
203,380
+8,730
+4% +$907K 18.84% 1
2015
Q4 		$21.8M Buy
194,650
+2,500
+1% +$279K 18.37% 1
2015
Q3 		$20.4M Buy
192,150
+18,200
+10% +$1.96M 16.98% 1
2015
Q2 		$18.8M Sell
173,950
-93,436
-35% -$10.2M 13.52% 1
2015
Q1 		$28.3M Buy
+267,386
New +$28.1M 17.26% 1

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

Ayalon Insurance Company's QQQ Position: Q2 2026 in Review

Ayalon Insurance Company increased its Invesco QQQ Trust (QQQ) stake by 45% in Q2 2026, buying an estimated $3.9M and bringing the position to 18,300 shares worth $13.5M. The position accounts for 1.65% of the portfolio, ranked #19.

Ayalon Insurance Company first reported a position in QQQ in Q1 2015 and has held it in 41 quarters since. The position peaked at $28.3M in Q1 2015. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Ayalon Insurance Company held 18,300 shares of Invesco QQQ Trust worth $13.5M as of Q2 2026.
  • Ayalon Insurance Company bought 5,662 Invesco QQQ Trust shares in Q2 2026, an estimated $3.9M.
  • Invesco QQQ Trust made up 1.65% of Ayalon Insurance Company's portfolio in Q2 2026, its #19 holding.
  • Ayalon Insurance Company first reported a position in Invesco QQQ Trust in Q1 2015 and has held it in 41 quarters since.
  • Ayalon Insurance Company's Invesco QQQ Trust position peaked at $28.3M in Q1 2015.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.