Crown Wealth Group’s Invesco QQQ Trust QQQ Stock Holding History

Crown Wealth 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	$708K	Buy	961 +185	+24%	+$127K	0.18%	59
2026 Q1	$448K	Sell	776 -194	-20%	-$118K	0.13%	76
2025 Q4	$596K	Buy	970 +122	+14%	+$74.9K	0.17%	60
2025 Q3	$509K	Sell	848 -3	-0.4%	-$1.72K	0.15%	66
2025 Q2	$469K	Sell	851 -1,573	-65%	-$782K	0.18%	56
2025 Q1	$1.14M	Sell	2,424 -1,076	-31%	-$547K	0.59%	28
2024 Q4	$1.79M	Buy	3,500 +2,661	+317%	+$1.35M	0.73%	25
2024 Q3	$409K	Buy	839 +29	+4%	+$13.7K	0.18%	67
2024 Q2	$388K	Sell	810 -197	-20%	-$88.6K	0.19%	59
2024 Q1	$447K	Sell	1,007 -25	-2%	-$10.7K	0.23%	50
2023 Q4	$423K	Buy	1,032 +18	+2%	+$6.83K	0.25%	50
2023 Q3	$363K	Sell	1,014 -388	-28%	-$144K	0.27%	46
2023 Q2	$518K	Sell	1,402 -207	-13%	-$69.7K	0.41%	31
2023 Q1	$516K	Buy	+1,609	New	+$475K	0.43%	32
2022 Q1	–	Sell	-1,899	Closed	-$756K	–	119
2021 Q4	$756K	Buy	+1,899	New	+$733K	0.7%	27

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Crown Wealth Group's QQQ Position: Q2 2026 in Review

Crown Wealth Group increased its Invesco QQQ Trust (QQQ) stake by 24% in Q2 2026, buying an estimated $127K and bringing the position to 961 shares worth $708K. The position accounts for 0.18% of the portfolio, ranked #59.

Crown Wealth Group first reported a position in QQQ in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.79M in Q4 2024. 1,995 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Crown Wealth Group held 961 shares of Invesco QQQ Trust worth $708K as of Q2 2026.
Crown Wealth Group bought 185 Invesco QQQ Trust shares in Q2 2026, an estimated $127K.
Invesco QQQ Trust made up 0.18% of Crown Wealth Group's portfolio in Q2 2026, its #59 holding.
Crown Wealth Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 15 quarters since.
Crown Wealth Group's Invesco QQQ Trust position peaked at $1.79M in Q4 2024.
1,995 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.