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 Q3	$6.55M	Buy	8,857 +637	+8%	+$455K	3.63%	5
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Innovative Wealth Building's QQQ Position: Q3 2026 in Review

Innovative Wealth Building increased its Invesco QQQ Trust (QQQ) stake by 7.7% in Q3 2026, buying an estimated $455K and bringing the position to 8,857 shares worth $6.55M. The position accounts for 3.63% of the portfolio, ranked #5.

Innovative Wealth Building first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Innovative Wealth Building held 8,857 shares of Invesco QQQ Trust worth $6.55M as of Q3 2026.
Innovative Wealth Building bought 637 Invesco QQQ Trust shares in Q3 2026, an estimated $455K.
Invesco QQQ Trust made up 3.63% of Innovative Wealth Building's portfolio in Q3 2026, its #5 holding.
Innovative Wealth Building first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.