CWA
QQQ icon

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

Clarity 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 		$39.2M Sell
53,200
-1,358
-2% -$934K 6.91% 1
2026
Q1 		$31.5M Buy
54,558
+170
+0.3% +$103K 6.47% 4
2025
Q4 		$33.4M Sell
54,388
-218
-0.4% -$134K 6.82% 4
2025
Q3 		$32.8M Buy
54,606
+229
+0.4% +$131K 7.22% 3
2025
Q2 		$30M Buy
54,377
+920
+2% +$458K 7.4% 2
2025
Q1 		$25.1M Buy
53,457
+906
+2% +$460K 6.95% 4
2024
Q4 		$26.9M Buy
52,551
+950
+2% +$481K 7.32% 4
2024
Q3 		$25.2M Buy
51,601
+1,170
+2% +$554K 7.32% 4
2024
Q2 		$24.2M Sell
50,431
-1,240
-2% -$558K 7.81% 2
2024
Q1 		$22.9M Buy
51,671
+902
+2% +$387K 7.76% 3
2023
Q4 		$20.8M Buy
50,769
+1,789
+4% +$679K 7.86% 4
2023
Q3 		$17.5M Buy
48,980
+1,589
+3% +$589K 7.96% 4
2023
Q2 		$17.5M Buy
47,391
+1,261
+3% +$425K 7.86% 4
2023
Q1 		$14.8M Buy
46,130
+223
+0.5% +$65.8K 7.55% 4
2022
Q4 		$12.2M Buy
45,907
+1,429
+3% +$395K 7.04% 4
2022
Q3 		$11.9M Buy
44,478
+678
+2% +$205K 7.16% 4
2022
Q2 		$12.3M Buy
43,800
+1,730
+4% +$537K 7.02% 4
2022
Q1 		$15.3M Buy
42,070
+1,234
+3% +$438K 7.24% 3
2021
Q4 		$16.2M Sell
40,836
-532
-1% -$205K 7.55% 3
2021
Q3 		$14.8M Buy
41,368
+574
+1% +$211K 7.29% 3
2021
Q2 		$14.5M Buy
40,794
+1,027
+3% +$345K 7.51% 3
2021
Q1 		$12.7M Buy
39,767
+219
+0.6% +$70K 7.24% 3
2020
Q4 		$12.4M Sell
39,548
-580
-1% -$170K 7.52% 3
2020
Q3 		$11.1M Sell
40,128
-985
-2% -$267K 8% 3
2020
Q2 		$10.2M Sell
41,113
-246
-0.6% -$55.1K 8.03% 3
2020
Q1 		$7.87M Buy
41,359
+816
+2% +$173K 8.19% 2
2019
Q4 		$8.62M Buy
+40,543
New +$8.12M 7.25% 3

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

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

Clarity Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 2.5% in Q2 2026, selling an estimated $934K and leaving 53,200 shares worth $39.2M. The position accounts for 6.91% of the portfolio, ranked #1.

Clarity Wealth Advisors first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Clarity Wealth Advisors held 53,200 shares of Invesco QQQ Trust worth $39.2M as of Q2 2026.
  • Clarity Wealth Advisors sold 1,358 Invesco QQQ Trust shares in Q2 2026, an estimated $934K.
  • Invesco QQQ Trust made up 6.91% of Clarity Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Clarity Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.