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Gilliland Jeter Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Gilliland Jeter Wealth Management’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 		$3.33M Buy
4,528
+204
+5% +$140K 0.87% 30
2026
Q1 		$2.5M Buy
4,324
+701
+19% +$426K 0.74% 39
2025
Q4 		$2.23M Buy
3,623
+1,295
+56% +$795K 0.67% 38
2025
Q3 		$1.4M Buy
2,328
+166
+8% +$95.1K 0.43% 50
2025
Q2 		$1.19M Buy
2,162
+142
+7% +$70.6K 0.39% 57
2025
Q1 		$947K Buy
2,020
+47
+2% +$23.9K 0.33% 67
2024
Q4 		$1.01M Buy
1,973
+192
+11% +$97.1K 0.34% 64
2024
Q3 		$869K Buy
1,781
+78
+5% +$36.9K 0.28% 77
2024
Q2 		$816K Buy
1,703
+77
+5% +$34.6K 0.27% 79
2024
Q1 		$722K Buy
1,626
+302
+23% +$129K 0.25% 86
2023
Q4 		$542K Buy
+1,324
New +$503K 0.22% 98

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gilliland Jeter Wealth Management's QQQ Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 4.7% in Q2 2026, buying an estimated $140K and bringing the position to 4,528 shares worth $3.33M. The position accounts for 0.87% of the portfolio, ranked #30.

Gilliland Jeter Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 2,653 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Gilliland Jeter Wealth Management held 4,528 shares of Invesco QQQ Trust worth $3.33M as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 204 Invesco QQQ Trust shares in Q2 2026, an estimated $140K.
  • Invesco QQQ Trust made up 0.87% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Gilliland Jeter Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.