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

Boulder 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	$207K	Buy	+281	New	+$193K	0.08%	35
2026 Q1	–	Sell	-513	Closed	-$315K	–	39
2025 Q4	$315K	Sell	513 -10	-2%	-$6.14K	0.13%	30
2025 Q3	$314K	Buy	+523	New	+$299K	0.15%	25
2025 Q1	$217K	Buy	463 +55	+13%	+$27.9K	0.13%	23
2024 Q4	$209K	Buy	+408	New	+$206K	0.11%	27
2022 Q4	$88K	Buy	+330	New	+$91.3K	0.08%	23

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Boulder Wealth Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 281 shares worth $207K. The stake represents 0.08% of the portfolio and ranks #35 among its holdings. This is a return to the name: Boulder Wealth Advisors previously reported a position in QQQ as recently as Q4 2025.

Boulder Wealth Advisors first reported a position in QQQ in Q4 2022 and has held it in 6 quarters since. The position peaked at $315K in Q4 2025. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Boulder Wealth Advisors held 281 shares of Invesco QQQ Trust worth $207K as of Q2 2026.
Invesco QQQ Trust was a new Boulder Wealth Advisors position in Q2 2026.
Invesco QQQ Trust made up 0.08% of Boulder Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Boulder Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 6 quarters since.
Boulder Wealth Advisors's Invesco QQQ Trust position peaked at $315K in Q4 2025.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.