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Innova Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Innova Wealth Partners’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 		$4.6M Buy
6,244
+2,351
+60% +$1.62M 1.88% 12
2026
Q1 		$2.25M Sell
3,893
-882
-18% -$536K 1.06% 25
2025
Q4 		$2.93M Sell
4,775
-1,150
-19% -$706K 1.48% 25
2025
Q3 		$3.56M Sell
5,925
-126
-2% -$72.2K 1.92% 18
2025
Q2 		$3.34M Buy
6,051
+4,275
+241% +$2.13M 1.96% 18
2025
Q1 		$833K Sell
1,776
-2,753
-61% -$1.4M 0.52% 35
2024
Q4 		$2.32M Buy
4,529
+2,141
+90% +$1.08M 1.46% 23
2024
Q3 		$1.17M Sell
2,388
-3,025
-56% -$1.43M 0.96% 27
2024
Q2 		$2.59M Buy
5,413
+1,336
+33% +$601K 1.85% 19
2024
Q1 		$1.81M Sell
4,077
-9,044
-69% -$3.88M 1.4% 25
2023
Q4 		$5.37M Buy
13,121
+9,472
+260% +$3.6M 4.63% 5
2023
Q3 		$1.31M Sell
3,649
-471
-11% -$175K 1.17% 19
2023
Q2 		$1.52M Sell
4,120
-892
-18% -$300K 1.3% 20
2023
Q1 		$1.61M Buy
5,012
+3,519
+236% +$1.04M 1.41% 14
2022
Q4 		$398K Sell
1,493
-964
-39% -$267K 0.35% 35
2022
Q3 		$657K Buy
2,457
+919
+60% +$277K 0.6% 19
2022
Q2 		$431K Sell
1,538
-540
-26% -$168K 0.36% 27
2022
Q1 		$753K Sell
2,078
-3,225
-61% -$1.15M 0.54% 27
2021
Q4 		$2.11M Sell
5,303
-4,853
-48% -$1.87M 1.49% 17
2021
Q3 		$3.63M Buy
10,156
+7,523
+286% +$2.77M 2.88% 15
2021
Q2 		$933K Sell
2,633
-848
-24% -$285K 0.74% 30
2021
Q1 		$1.11M Sell
3,481
-6,210
-64% -$1.99M 0.94% 25
2020
Q4 		$3.04M Buy
+9,691
New +$2.85M 2.84% 16

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Innova Wealth Partners's QQQ Position: Q2 2026 in Review

Innova Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 60% in Q2 2026, buying an estimated $1.62M and bringing the position to 6,244 shares worth $4.6M. The position accounts for 1.88% of the portfolio, ranked #12.

Innova Wealth Partners first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.37M in Q4 2023. 1,995 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Innova Wealth Partners held 6,244 shares of Invesco QQQ Trust worth $4.6M as of Q2 2026.
  • Innova Wealth Partners bought 2,351 Invesco QQQ Trust shares in Q2 2026, an estimated $1.62M.
  • Invesco QQQ Trust made up 1.88% of Innova Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Innova Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • Innova Wealth Partners's Invesco QQQ Trust position peaked at $5.37M in Q4 2023.
  • 1,995 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.