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BlueChip Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

BlueChip 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 		$7.56M Buy
10,265
+175
+2% +$120K 2.87% 9
2026
Q1 		$5.82M Sell
10,090
-197
-2% -$120K 2.56% 10
2025
Q4 		$6.32M Buy
10,287
+226
+2% +$139K 2.66% 11
2025
Q3 		$6.04M Sell
10,061
-1,920
-16% -$1.1M 2.58% 11
2025
Q2 		$6.61M Sell
11,981
-274
-2% -$136K 2.94% 8
2025
Q1 		$5.75M Buy
12,255
+427
+4% +$217K 2.82% 9
2024
Q4 		$6.05M Buy
11,828
+1,229
+12% +$622K 3.35% 8
2024
Q3 		$5.17M Sell
10,599
-644
-6% -$305K 2.71% 9
2024
Q2 		$5.39M Sell
11,243
-3
-0% -$1.35K 3.17% 8
2024
Q1 		$4.99M Buy
11,246
+539
+5% +$231K 3.22% 8
2023
Q4 		$4.39M Buy
+10,707
New +$4.06M 3.08% 8

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlueChip Wealth Advisors's QQQ Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 1.7% in Q2 2026, buying an estimated $120K and bringing the position to 10,265 shares worth $7.56M. The position accounts for 2.87% of the portfolio, ranked #9.

BlueChip Wealth Advisors first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • BlueChip Wealth Advisors held 10,265 shares of Invesco QQQ Trust worth $7.56M as of Q2 2026.
  • BlueChip Wealth Advisors bought 175 Invesco QQQ Trust shares in Q2 2026, an estimated $120K.
  • Invesco QQQ Trust made up 2.87% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • BlueChip Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.