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Checchi Capital Advisers’s Invesco QQQ Trust QQQ Stock Holding History

Checchi Capital Advisers’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 		$174K Sell
236
-671
-74% -$462K 0.01% 597
2026
Q1 		$523K Sell
907
-1,549
-63% -$941K 0.03% 340
2025
Q4 		$1.51M Sell
2,456
-315
-11% -$193K 0.08% 149
2025
Q3 		$1.66M Sell
2,771
-22
-0.8% -$12.6K 0.09% 141
2025
Q2 		$1.54M Buy
2,793
+60
+2% +$29.8K 0.09% 155
2025
Q1 		$1.28M Buy
2,733
+238
+10% +$121K 0.07% 178
2024
Q4 		$1.28M Buy
2,495
+208
+9% +$105K 0.07% 162
2024
Q3 		$1.12M Buy
2,287
+1
+0% +$473 0.06% 186
2024
Q2 		$1.1M Buy
2,286
+56
+3% +$25.2K 0.05% 182
2024
Q1 		$990K Buy
2,230
+668
+43% +$286K 0.08% 195
2023
Q4 		$640K Hold
1,562
– – 0.05% 256
2023
Q3 		$560K Buy
1,562
+5
+0.3% +$1.85K 0.05% 260
2023
Q2 		$575K Sell
1,557
-158
-9% -$53.2K 0.05% 266
2023
Q1 		$550K Hold
1,715
– – 0.05% 266
2022
Q4 		$457K Buy
1,715
+27
+2% +$7.47K 0.05% 292
2022
Q3 		$451K Hold
1,688
– – 0.04% 289
2022
Q2 		$532K Buy
1,688
+1,253
+288% +$389K 0.05% 273
2022
Q1 		$158K Buy
435
+108
+33% +$38.4K 0.01% 534
2021
Q4 		$130K Hold
327
– – 0.01% 527
2021
Q3 		$117K Hold
327
– – 0.01% 512
2021
Q2 		$116K Hold
327
– – 0.01% 524
2021
Q1 		$104K Sell
327
-82
-20% -$26.2K 0.01% 511
2020
Q4 		$128K Buy
409
+320
+360% +$93.9K 0.01% 477
2020
Q3 		$25K Buy
+89
New +$24.1K ﹤0.01% 453
2020
Q2 		– Sell
-1,940
Closed -$369K – 466
2020
Q1 		$369K Buy
+1,940
New +$411K 0.04% 216

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Checchi Capital Advisers's QQQ Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Invesco QQQ Trust (QQQ) stake by 74% in Q2 2026, selling an estimated $462K and leaving 236 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #597.

Checchi Capital Advisers first reported a position in QQQ in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.66M in Q3 2025. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Checchi Capital Advisers held 236 shares of Invesco QQQ Trust worth $174K as of Q2 2026.
  • Checchi Capital Advisers sold 671 Invesco QQQ Trust shares in Q2 2026, an estimated $462K.
  • Invesco QQQ Trust made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #597 holding.
  • Checchi Capital Advisers first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 25 quarters since.
  • Checchi Capital Advisers's Invesco QQQ Trust position peaked at $1.66M in Q3 2025.
  • 2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.