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Graves Light Lenhart Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Graves Light Lenhart Wealth’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 		$733K Buy
996
+560
+128% +$385K 0.07% 107
2026
Q1 		$252K Sell
436
-95
-18% -$57.7K 0.03% 169
2025
Q4 		$326K Buy
531
+86
+19% +$52.8K 0.03% 141
2025
Q3 		$267K Sell
445
-20
-4% -$11.5K 0.03% 159
2025
Q2 		$257K Sell
465
-23
-5% -$11.4K 0.03% 160
2025
Q1 		$229K Hold
488
– – 0.03% 164
2024
Q4 		$249K Sell
488
-84
-15% -$42.5K 0.03% 158
2024
Q3 		$279K Hold
572
– – 0.03% 153
2024
Q2 		$276K Hold
572
– – 0.03% 155
2024
Q1 		$254K Hold
572
– – 0.03% 159
2023
Q4 		$234K Buy
572
+10
+2% +$3.8K 0.03% 163
2023
Q3 		$205K Hold
562
– – 0.03% 166
2023
Q2 		$208K Buy
+562
New +$189K 0.03% 171
2022
Q3 		– Sell
-698
Closed -$196K – 490
2022
Q2 		$196K Hold
698
– – 0.03% 166
2022
Q1 		$253K Sell
698
-60
-8% -$21.3K 0.04% 157
2021
Q4 		$302K Buy
758
+60
+9% +$23.2K 0.04% 150
2021
Q3 		$250K Hold
698
– – 0.04% 157
2021
Q2 		$247K Hold
698
– – 0.04% 158
2021
Q1 		$223K Buy
698
+213
+44% +$68.1K 0.04% 169
2020
Q4 		$152K Buy
+485
New +$142K 0.03% 199

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Graves Light Lenhart Wealth's QQQ Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Invesco QQQ Trust (QQQ) stake by 128% in Q2 2026, buying an estimated $385K and bringing the position to 996 shares worth $733K. The position accounts for 0.07% of the portfolio, ranked #107.

Graves Light Lenhart Wealth first reported a position in QQQ in Q4 2020 and has held it in 20 quarters since. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Graves Light Lenhart Wealth held 996 shares of Invesco QQQ Trust worth $733K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 560 Invesco QQQ Trust shares in Q2 2026, an estimated $385K.
  • Invesco QQQ Trust made up 0.07% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #107 holding.
  • Graves Light Lenhart Wealth first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 20 quarters since.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.