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

Choice 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
Q3 		$845K Hold
1,142
– – 0.29% 24
2026
Q2 		$841K Buy
1,142
+10
+0.9% +$6.88K 0.3% 25
2026
Q1 		$653K Sell
1,132
-100
-8% -$60.8K 0.26% 25
2025
Q4 		$757K Sell
1,232
-16
-1% -$9.8K 0.3% 23
2025
Q3 		$749K Hold
1,248
– – 0.32% 22
2025
Q2 		$688K Hold
1,248
– – 0.31% 21
2025
Q1 		$585K Hold
1,248
– – 0.31% 21
2024
Q4 		$638K Buy
1,248
+152
+14% +$76.9K 0.33% 20
2024
Q3 		$535K Sell
1,096
-6
-0.5% -$2.84K 0.27% 21
2024
Q2 		$528K Hold
1,102
– – 0.28% 20
2024
Q1 		$489K Hold
1,102
– – 0.3% 21
2023
Q4 		$451K Hold
1,102
– – 0.28% 25
2023
Q3 		$395K Hold
1,102
– – 0.28% 22
2023
Q2 		$407K Hold
1,102
– – 0.28% 22
2023
Q1 		$354K Sell
1,102
-88
-7% -$26K 0.26% 21
2022
Q4 		$317K Hold
1,190
– – 0.24% 22
2022
Q3 		$318K Sell
1,190
-27,728
-96% -$8.37M 0.27% 20
2022
Q2 		$8.1M Buy
28,918
+27,726
+2,326% +$8.6M 6.57% 5
2022
Q1 		$421K Hold
1,192
– – 0.33% 20
2021
Q4 		$474K Hold
1,192
– – 0.35% 20
2021
Q3 		$427K Hold
1,192
– – 0.35% 20
2021
Q2 		$422K Hold
1,192
– – 0.3% 19
2021
Q1 		$380K Hold
1,192
– – 0.31% 18
2020
Q4 		$374K Buy
+1,192
New +$350K 0.34% 20

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Choice Wealth Advisors's QQQ Position: Q3 2026 in Review

Choice Wealth Advisors held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 1,142 shares worth $845K. The position accounts for 0.29% of the portfolio, ranked #24.

Choice Wealth Advisors first reported a position in QQQ in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.1M in Q2 2022. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Choice Wealth Advisors held 1,142 shares of Invesco QQQ Trust worth $845K as of Q3 2026.
  • Choice Wealth Advisors left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.29% of Choice Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Choice Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 24 quarters since.
  • Choice Wealth Advisors's Invesco QQQ Trust position peaked at $8.1M in Q2 2022.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Choice Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.