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

Exit 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	–	Sell	-600	Closed	-$346K	–	171
2026 Q1	$346K	Buy	+600	New	+$365K	0.18%	92

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Exit Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 40% in Q2 2026, buying an estimated $1.39M and bringing the position to 7,038 shares worth $5.18M. The position accounts for 2.36% of the portfolio, ranked #8.

Exit Wealth Advisors first reported a position in QQQ in Q3 2025 and has held it in 4 quarters since. 3,545 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Exit Wealth Advisors held 7,038 shares of Invesco QQQ Trust worth $5.18M as of Q2 2026.
Exit Wealth Advisors bought 2,025 Invesco QQQ Trust shares in Q2 2026, an estimated $1.39M.
Invesco QQQ Trust made up 2.36% of Exit Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Exit Wealth Advisors first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 4 quarters since.
3,545 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.