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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

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. 1,189 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.
  • 1,189 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.