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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
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% -$9.82K 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 		$8.11M 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Choice Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.88% in Q2 2026, buying an estimated $6.88K and bringing the position to 1,142 shares worth $841K. The position accounts for 0.3% of the portfolio, ranked #25.

Choice Wealth Advisors first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.11M in Q2 2022. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Choice Wealth Advisors held 1,142 shares of Invesco QQQ Trust worth $841K as of Q2 2026.
  • Choice Wealth Advisors bought 10 Invesco QQQ Trust shares in Q2 2026, an estimated $6.88K.
  • Invesco QQQ Trust made up 0.3% of Choice Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Choice Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • Choice Wealth Advisors's Invesco QQQ Trust position peaked at $8.11M in Q2 2022.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.