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Heritage Wealth Architects’s Invesco QQQ Trust QQQ Stock Holding History

Heritage Wealth Architects’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
Q3 		$1.63M Sell
2,179
-72
-3% -$51.4K 0.66% 22
2026
Q2 		$1.6M Sell
2,251
-82
-4% -$56.4K 0.64% 22
2026
Q1 		$1.57M Buy
2,333
+66
+3% +$40.1K 0.66% 25
2025
Q4 		$1.41M Sell
2,267
-532
-19% -$326K 0.66% 25
2025
Q3 		$1.68M Sell
2,799
-421
-13% -$241K 1.03% 17
2025
Q2 		$1.78M Buy
3,220
+876
+37% +$436K 1.31% 16
2025
Q1 		$1.1M Buy
+2,344
New +$1.19M 1.07% 19

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Heritage Wealth Architects's QQQ Position: Q3 2026 in Review

Heritage Wealth Architects reduced its Invesco QQQ Trust (QQQ) stake by 3.2% in Q3 2026, selling an estimated $51.4K and leaving 2,179 shares worth $1.63M. The position accounts for 0.66% of the portfolio, ranked #22.

Heritage Wealth Architects first reported a position in QQQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.78M in Q2 2025. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Heritage Wealth Architects held 2,179 shares of Invesco QQQ Trust worth $1.63M as of Q3 2026.
  • Heritage Wealth Architects sold 72 Invesco QQQ Trust shares in Q3 2026, an estimated $51.4K.
  • Invesco QQQ Trust made up 0.66% of Heritage Wealth Architects's portfolio in Q3 2026, its #22 holding.
  • Heritage Wealth Architects first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 7 quarters since.
  • Heritage Wealth Architects's Invesco QQQ Trust position peaked at $1.78M in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.