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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boulder Wealth Advisors's QQQ Position: Q1 2026 in Review

Boulder Wealth Advisors sold out of Invesco QQQ Trust (QQQ) in Q1 2026, closing a stake of 513 shares — an estimated $315K sold.

Boulder Wealth Advisors first reported a position in QQQ in Q4 2022 and held it in 5 quarters. The position peaked at $315K in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Boulder Wealth Advisors reported no remaining Invesco QQQ Trust position as of Q1 2026 after selling out during the quarter.
Boulder Wealth Advisors sold 513 Invesco QQQ Trust shares in Q1 2026, an estimated $315K.
Boulder Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2022 and held it in 5 quarters.
Boulder Wealth Advisors's Invesco QQQ Trust position peaked at $315K in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.