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

Guardian Wealth Advisors (North Carolina)’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 		$7.1M Buy
9,634
+308
+3% +$212K 0.4% 45
2026
Q1 		$5.38M Buy
9,326
+182
+2% +$111K 0.34% 51
2025
Q4 		$5.62M Buy
9,144
+9
+0.1% +$5.52K 0.35% 48
2025
Q3 		$5.49M Buy
9,135
+85
+0.9% +$48.7K 0.36% 48
2025
Q2 		$4.99M Buy
9,050
+741
+9% +$369K 0.35% 50
2025
Q1 		$3.9M Buy
8,309
+264
+3% +$134K 0.31% 52
2024
Q4 		$4.11M Buy
8,045
+821
+11% +$415K 0.32% 49
2024
Q3 		$3.53M Sell
7,224
-272
-4% -$129K 0.37% 41
2024
Q2 		$3.59M Sell
7,496
-51
-0.7% -$22.9K 0.42% 36
2024
Q1 		$3.35M Buy
7,547
+4,288
+132% +$1.84M 0.41% 37
2023
Q4 		$1.33M Buy
3,259
+914
+39% +$347K 0.2% 70
2023
Q3 		$841K Buy
2,345
+32
+1% +$11.9K 0.14% 90
2023
Q2 		$856K Sell
2,313
-87
-4% -$29.3K 0.15% 84
2023
Q1 		$771K Buy
2,400
+653
+37% +$193K 0.14% 87
2022
Q4 		$465K Buy
1,747
+615
+54% +$170K 0.09% 116
2022
Q3 		$303K Buy
1,132
+33
+3% +$9.96K 0.06% 147
2022
Q2 		$309K Buy
1,099
+454
+70% +$141K 0.06% 145
2022
Q1 		$234K Buy
645
+103
+19% +$36.6K 0.1% 149
2021
Q4 		$215K Buy
+542
New +$209K 0.09% 140

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 (North Carolina)'s QQQ Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Invesco QQQ Trust (QQQ) stake by 3.3% in Q2 2026, buying an estimated $212K and bringing the position to 9,634 shares worth $7.1M. The position accounts for 0.4% of the portfolio, ranked #45.

Guardian Wealth Advisors (North Carolina) first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 9,634 shares of Invesco QQQ Trust worth $7.1M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 308 Invesco QQQ Trust shares in Q2 2026, an estimated $212K.
  • Invesco QQQ Trust made up 0.4% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #45 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.