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

Crux 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 		$1.09M Buy
1,479
+206
+16% +$142K 0.38% 75
2026
Q1 		$735K Buy
1,273
+54
+4% +$32.8K 0.28% 92
2025
Q4 		$749K Buy
1,219
+22
+2% +$13.5K 0.28% 93
2025
Q3 		$718K Buy
1,197
+96
+9% +$55K 0.28% 88
2025
Q2 		$608K Buy
1,101
+13
+1% +$6.46K 0.26% 99
2025
Q1 		$510K Buy
1,088
+37
+4% +$18.8K 0.27% 105
2024
Q4 		$537K Buy
+1,051
New +$532K 0.3% 89

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

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

Crux Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 16% in Q2 2026, buying an estimated $142K and bringing the position to 1,479 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #75.

Crux Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Crux Wealth Advisors held 1,479 shares of Invesco QQQ Trust worth $1.09M as of Q2 2026.
  • Crux Wealth Advisors bought 206 Invesco QQQ Trust shares in Q2 2026, an estimated $142K.
  • Invesco QQQ Trust made up 0.38% of Crux Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Crux Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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