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B. Riley Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

B. Riley Wealth Advisors’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 		$21.2M Sell
29,270
-4,937
-14% -$3.4M 1.13% 13
2026
Q1 		$19.1M Sell
34,207
-11,771
-26% -$7.15M 1.21% 11
2025
Q4 		$28.2M Buy
45,978
+481
+1% +$295K 1.3% 10
2025
Q3 		$27.3M Sell
45,497
-2,062
-4% -$1.18M 1.26% 11
2025
Q2 		$26.2M Buy
+47,559
New +$23.7M 1.23% 9
2024
Q2 		– Sell
-120,812
Closed -$43.3M – 1561
2024
Q1 		$43.3M Buy
120,812
+4,359
+4% +$1.87M 1.17% 8
2023
Q4 		$47.7M Sell
116,453
-4,359
-4% -$1.65M 1.28% 8
2023
Q3 		$43.3M Sell
120,812
-4,543
-4% -$1.68M 1.17% 8
2023
Q2 		$46.4M Buy
125,355
+2,698
+2% +$908K 1.04% 10
2023
Q1 		$39.4M Buy
122,657
+15,524
+14% +$4.58M 1.05% 10
2022
Q4 		$28.5M Sell
107,133
-7,302
-6% -$2.02M 0.8% 15
2022
Q3 		$30.6M Buy
114,435
+367
+0.3% +$111K 0.92% 8
2022
Q2 		$32M Sell
114,068
-7,696
-6% -$2.39M 1.35% 6
2022
Q1 		$44.1M Buy
121,764
+14,165
+13% +$5.03M 1.45% 5
2021
Q4 		$42.8M Buy
107,599
+5,554
+5% +$2.14M 1.23% 8
2021
Q3 		$36.5M Buy
102,045
+6,332
+7% +$2.33M 1.16% 6
2021
Q2 		$33.9M Sell
95,713
-193
-0.2% -$64.9K 1.1% 7
2021
Q1 		$30.6M Buy
95,906
+57,617
+150% +$18.4M 1.08% 7
2020
Q4 		$12M Buy
38,289
+587
+2% +$172K 0.64% 28
2020
Q3 		$10.5M Sell
37,702
-2,043
-5% -$554K 0.56% 37
2020
Q2 		$9.84M Buy
39,745
+1,277
+3% +$286K 0.66% 28
2020
Q1 		$7.33M Buy
38,468
+3,752
+11% +$794K 0.63% 30
2019
Q4 		$7.38M Buy
34,716
+1,316
+4% +$263K 0.63% 28
2019
Q3 		$6.31M Sell
33,400
-70
-0.2% -$13.3K 0.62% 32
2019
Q2 		$6.25M Sell
33,470
-1,380
-4% -$254K 0.69% 28
2019
Q1 		$6.26M Buy
34,850
+2,863
+9% +$486K 0.78% 21
2018
Q4 		$4.93M Buy
31,987
+4,322
+16% +$723K 0.7% 28
2018
Q3 		$5.14M Buy
27,665
+1,646
+6% +$298K 0.61% 30
2018
Q2 		$4.47M Buy
26,019
+504
+2% +$84.5K 0.59% 37
2018
Q1 		$4.09M Buy
25,515
+3,598
+16% +$594K 0.57% 33
2017
Q4 		$3.42M Buy
+21,917
New +$3.35M 0.46% 50
2017
Q3 		– Sell
-20,398
Closed -$2.81M – 583
2017
Q2 		$2.81M Buy
20,398
+4,715
+30% +$648K 0.51% 47
2017
Q1 		$2.08M Sell
15,683
-460
-3% -$58.7K 0.41% 59
2016
Q4 		$1.91M Sell
16,143
-5,881
-27% -$694K 0.39% 64
2016
Q3 		$2.62M Sell
22,024
-4,200
-16% -$485K 0.51% 37
2016
Q2 		$2.46M Buy
+26,224
New +$2.83M 0.49% 41
2016
Q1 		– Sell
-32,092
Closed -$3.59M – 595
2015
Q4 		$3.59M Buy
32,092
+3,795
+13% +$423K 0.73% 23
2015
Q3 		$2.88M Buy
28,297
+15,053
+114% +$1.62M 0.69% 24
2015
Q2 		$1.42M Sell
13,244
-6,980
-35% -$759K 0.35% 68
2015
Q1 		$2.14M Sell
20,224
-439
-2% -$46.1K 0.52% 38
2014
Q4 		$10.2K Buy
20,663
+12,321
+148% +$1.25M 0.22% 89
2014
Q3 		$824K Sell
8,342
-8,102
-49% -$789K 0.21% 124
2014
Q2 		$793K Buy
16,444
+7,786
+90% +$695K 0.19% 118
2014
Q1 		$759K Sell
8,658
-10,533
-55% -$931K 0.23% 110
2013
Q4 		$1.69M Buy
19,191
+8,461
+79% +$705K 0.54% 33
2013
Q3 		$846K Buy
10,730
+1,502
+16% +$114K 0.29% 79
2013
Q2 		$658K Buy
+9,228
New +$659K 0.22% 104

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

B. Riley Wealth Advisors's QQQ Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 14% in Q2 2026, selling an estimated $3.4M and leaving 29,270 shares worth $21.2M. The position accounts for 1.13% of the portfolio, ranked #13.

B. Riley Wealth Advisors first reported a position in QQQ in Q2 2013 and has held it in 47 quarters since. The position peaked at $47.7M in Q4 2023. 1,540 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • B. Riley Wealth Advisors held 29,270 shares of Invesco QQQ Trust worth $21.2M as of Q2 2026.
  • B. Riley Wealth Advisors sold 4,937 Invesco QQQ Trust shares in Q2 2026, an estimated $3.4M.
  • Invesco QQQ Trust made up 1.13% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's Invesco QQQ Trust position peaked at $47.7M in Q4 2023.
  • 1,540 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.