Innovative Wealth Building’s Invesco QQQ Trust QQQ Stock Holding History

Innovative Wealth Building’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	$6.05M	Buy	8,220 +40	+0.5%	+$27.5K	3.52%	6
2026 Q1	$4.72M	Buy	8,180 +290	+4%	+$176K	3.32%	6
2025 Q4	$4.85M	Buy	7,890 +314	+4%	+$193K	3.53%	5
2025 Q3	$4.55M	Buy	7,576 +419	+6%	+$240K	3.54%	5
2025 Q2	$3.95M	Sell	7,157 -1,419	-17%	-$706K	3.27%	8
2025 Q1	$4.02M	Sell	8,576 -10	-0.1%	-$5.08K	3.71%	6
2024 Q4	$4.39M	Buy	+8,586	New	+$4.34M	3.97%	5

Other funds holding QQQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Innovative Wealth Building's QQQ Position: Q2 2026 in Review

Innovative Wealth Building increased its Invesco QQQ Trust (QQQ) stake by 0.49% in Q2 2026, buying an estimated $27.5K and bringing the position to 8,220 shares worth $6.05M. The position accounts for 3.52% of the portfolio, ranked #6.

Innovative Wealth Building first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Innovative Wealth Building held 8,220 shares of Invesco QQQ Trust worth $6.05M as of Q2 2026.
Innovative Wealth Building bought 40 Invesco QQQ Trust shares in Q2 2026, an estimated $27.5K.
Invesco QQQ Trust made up 3.52% of Innovative Wealth Building's portfolio in Q2 2026, its #6 holding.
Innovative Wealth Building first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.