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Guardian Wealth Advisors (Minnesota)’s Invesco QQQ Trust QQQ Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$11M Buy
14,909
+7
+0% +$4.82K 5.49% 8
2026
Q1 		$8.6M Sell
14,902
-346
-2% -$210K 4.95% 8
2025
Q4 		$9.37M Sell
15,248
-541
-3% -$332K 5.28% 7
2025
Q3 		$9.48M Sell
15,789
-1,095
-6% -$627K 5.37% 7
2025
Q2 		$9.31M Sell
16,884
-232
-1% -$115K 5.51% 7
2025
Q1 		$8.03M Buy
17,116
+179
+1% +$90.9K 5.15% 5
2024
Q4 		$8.66M Sell
16,937
-321
-2% -$162K 5.55% 6
2024
Q3 		$8.42M Sell
17,258
-1,729
-9% -$818K 5.2% 7
2024
Q2 		$9.1M Sell
18,987
-88
-0.5% -$39.6K 5.92% 7
2024
Q1 		$8.47M Sell
19,075
-551
-3% -$236K 5.5% 7
2023
Q4 		$8.04M Sell
19,626
-241
-1% -$91.5K 5.6% 7
2023
Q3 		$7.12M Sell
19,867
-206
-1% -$76.4K 5.45% 7
2023
Q2 		$7.42M Buy
20,073
+309
+2% +$104K 5.45% 7
2023
Q1 		$6.34M Buy
19,764
+2,203
+13% +$650K 4.97% 7
2022
Q4 		$4.68M Buy
17,561
+981
+6% +$271K 4.15% 7
2022
Q3 		$4.43M Buy
16,580
+414
+3% +$125K 4.31% 8
2022
Q2 		$4.53M Buy
16,166
+810
+5% +$251K 4.17% 9
2022
Q1 		$5.57M Buy
15,356
+707
+5% +$251K 4.58% 8
2021
Q4 		$5.83M Buy
14,649
+177
+1% +$68.3K 4.67% 7
2021
Q3 		$5.18M Sell
14,472
-613
-4% -$226K 4.61% 7
2021
Q2 		$5.35M Buy
15,085
+810
+6% +$272K 4.63% 7
2021
Q1 		$4.55M Sell
14,275
-151
-1% -$48.3K 4.22% 9
2020
Q4 		$4.53M Buy
+14,426
New +$4.24M 4.49% 7

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

Guardian Wealth Advisors (Minnesota)'s QQQ Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Invesco QQQ Trust (QQQ) stake by 0.05% in Q2 2026, buying an estimated $4.82K and bringing the position to 14,909 shares worth $11M. The position accounts for 5.49% of the portfolio, ranked #8.

Guardian Wealth Advisors (Minnesota) first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 14,909 shares of Invesco QQQ Trust worth $11M as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 7 Invesco QQQ Trust shares in Q2 2026, an estimated $4.82K.
  • Invesco QQQ Trust made up 5.49% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #8 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.