Empower Advisory Group
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Empower Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Empower Advisory 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
Q1 		$11M Sell
19,132
-858
-4% -$521K 0.03% 162
2025
Q4 		$12.3M Sell
19,990
-653
-3% -$401K 0.03% 161
2025
Q3 		$12.4M Buy
20,643
+3,631
+21% +$2.08M 0.03% 151
2025
Q2 		$9.38M Buy
17,012
+1,063
+7% +$529K 0.03% 165
2025
Q1 		$7.48M Sell
15,949
-1,844
-10% -$937K 0.02% 173
2024
Q4 		$9.1M Buy
17,793
+259
+1% +$131K 0.03% 168
2024
Q3 		$8.56M Sell
17,534
-1,812
-9% -$857K 0.03% 169
2024
Q2 		$9.27M Buy
19,346
+1,201
+7% +$540K 0.03% 160
2024
Q1 		$8.06M Buy
18,145
+518
+3% +$222K 0.03% 170
2023
Q4 		$7.22M Sell
17,627
-198
-1% -$75.2K 0.03% 180
2023
Q3 		$6.39M Sell
17,825
-42
-0.2% -$15.6K 0.03% 175
2023
Q2 		$6.6M Sell
17,867
-158
-0.9% -$53.2K 0.03% 184
2023
Q1 		$5.77M Buy
+18,025
New +$5.32M 0.03% 185

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group's QQQ Position: Q1 2026 in Review

Empower Advisory Group reduced its Invesco QQQ Trust (QQQ) stake by 4.3% in Q1 2026, selling an estimated $521K and leaving 19,132 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #162.

Empower Advisory Group first reported a position in QQQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.4M in Q3 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Empower Advisory Group held 19,132 shares of Invesco QQQ Trust worth $11M as of Q1 2026.
  • Empower Advisory Group sold 858 Invesco QQQ Trust shares in Q1 2026, an estimated $521K.
  • Invesco QQQ Trust made up 0.03% of Empower Advisory Group's portfolio in Q1 2026, its #162 holding.
  • Empower Advisory Group first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Invesco QQQ Trust position peaked at $12.4M in Q3 2025.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.