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Bridgewealth Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Bridgewealth Advisory Group’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 		$1.98M Sell
2,684
-92
-3% -$63.3K 0.37% 38
2026
Q1 		$1.6M Buy
2,776
+201
+8% +$122K 0.33% 44
2025
Q4 		$1.58M Buy
2,575
+35
+1% +$21.5K 0.35% 48
2025
Q3 		$1.52M Buy
2,540
+38
+2% +$21.8K 0.35% 42
2025
Q2 		$1.38M Buy
2,502
+699
+39% +$348K 0.35% 44
2025
Q1 		$845K Sell
1,803
-583
-24% -$296K 1.11% 29
2024
Q4 		$1.28M Buy
2,386
+230
+11% +$116K 0.36% 43
2024
Q3 		$1.05M Buy
2,156
+364
+20% +$172K 0.38% 39
2024
Q2 		$859K Sell
1,792
-24
-1% -$10.8K 0.38% 39
2024
Q1 		$806K Sell
1,816
-172
-9% -$73.7K 0.39% 39
2023
Q4 		$814K Sell
1,988
-100
-5% -$38K 0.62% 30
2023
Q3 		$748K Buy
+2,088
New +$774K 0.92% 26

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
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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

Bridgewealth Advisory Group's QQQ Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its Invesco QQQ Trust (QQQ) stake by 3.3% in Q2 2026, selling an estimated $63.3K and leaving 2,684 shares worth $1.98M. The position accounts for 0.37% of the portfolio, ranked #38.

Bridgewealth Advisory Group first reported a position in QQQ in Q3 2023 and has held it in 12 quarters since. 1,629 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Bridgewealth Advisory Group held 2,684 shares of Invesco QQQ Trust worth $1.98M as of Q2 2026.
  • Bridgewealth Advisory Group sold 92 Invesco QQQ Trust shares in Q2 2026, an estimated $63.3K.
  • Invesco QQQ Trust made up 0.37% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #38 holding.
  • Bridgewealth Advisory Group first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 12 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.