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Independent Wealth Network’s Invesco QQQ Trust QQQ Stock Holding History

Independent Wealth Network’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 		$7.29M Buy
9,896
+960
+11% +$661K 1.85% 5
2026
Q1 		$5.16M Buy
8,936
+2,430
+37% +$1.48M 1.53% 9
2025
Q4 		$4M Buy
6,506
+648
+11% +$398K 1.22% 18
2025
Q3 		$3.52M Sell
5,858
-56
-0.9% -$32.1K 1.13% 19
2025
Q2 		$3.26M Buy
5,914
+101
+2% +$50.2K 1.19% 19
2025
Q1 		$2.73M Sell
5,813
-50
-0.9% -$25.4K 1.09% 19
2024
Q4 		$3M Buy
5,863
+1,029
+21% +$520K 1.22% 18
2024
Q3 		$2.36M Buy
4,834
+76
+2% +$36K 1.04% 21
2024
Q2 		$2.28M Buy
4,758
+141
+3% +$63.4K 1.06% 21
2024
Q1 		$2.05M Sell
4,617
-115
-2% -$49.3K 0.96% 24
2023
Q4 		$1.94M Buy
4,732
+647
+16% +$246K 1.02% 20
2023
Q3 		$1.46M Buy
4,085
+90
+2% +$33.4K 0.9% 25
2023
Q2 		$1.48M Buy
3,995
+3,010
+306% +$1.01M 0.89% 23
2023
Q1 		$316K Sell
985
-148
-13% -$43.7K 0.2% 129
2022
Q4 		$302K Sell
1,133
-242
-18% -$66.9K 0.21% 125
2022
Q3 		$367K Buy
1,375
+11
+0.8% +$3.32K 0.29% 93
2022
Q2 		$382K Sell
1,364
-170
-11% -$52.8K 0.28% 96
2022
Q1 		$556K Sell
1,534
-1,156
-43% -$411K 0.35% 76
2021
Q4 		$1.07M Sell
2,690
-5,107
-65% -$1.97M 0.66% 34
2021
Q3 		$3.07M Buy
+7,797
New +$2.87M 2% 8

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

Independent Wealth Network's QQQ Position: Q2 2026 in Review

Independent Wealth Network increased its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, buying an estimated $661K and bringing the position to 9,896 shares worth $7.29M. The position accounts for 1.85% of the portfolio, ranked #5.

Independent Wealth Network first reported a position in QQQ in Q3 2021 and has held it in 20 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Independent Wealth Network held 9,896 shares of Invesco QQQ Trust worth $7.29M as of Q2 2026.
  • Independent Wealth Network bought 960 Invesco QQQ Trust shares in Q2 2026, an estimated $661K.
  • Invesco QQQ Trust made up 1.85% of Independent Wealth Network's portfolio in Q2 2026, its #5 holding.
  • Independent Wealth Network first reported a position in Invesco QQQ Trust in Q3 2021 and has held it in 20 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.