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Insight Wealth Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Insight Wealth Strategies’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 		$2.16M Sell
2,923
-784
-21% -$560K 0.21% 91
2026
Q2 		$2.69M Sell
3,707
-475
-11% -$327K 0.26% 88
2026
Q1 		$2.41M Sell
4,182
-83
-2% -$50.4K 0.27% 97
2025
Q4 		$2.62M Buy
4,265
+168
+4% +$103K 0.3% 92
2025
Q3 		$2.46M Buy
4,097
+93
+2% +$53.3K 0.29% 93
2025
Q2 		$2.19M Sell
4,004
-16
-0.4% -$7.96K 0.28% 91
2025
Q1 		$1.89M Sell
4,020
-61
-1% -$31K 0.25% 96
2024
Q4 		$2.09M Sell
4,081
-678
-14% -$343K 0.28% 91
2024
Q3 		$2.32M Hold
4,759
– – 0.31% 88
2024
Q2 		$2.28M Sell
4,759
-141
-3% -$63.4K 0.32% 75
2024
Q1 		$2.18M Buy
4,900
+1,512
+45% +$648K 0.32% 77
2023
Q4 		$1.39M Buy
3,388
+15
+0.4% +$5.69K 0.22% 101
2023
Q3 		$1.21M Buy
3,373
+76
+2% +$28.2K 0.23% 90
2023
Q2 		$1.22M Buy
3,297
+5
+0.2% +$1.68K 0.23% 83
2023
Q1 		$1.06M Sell
3,292
-500
-13% -$148K 0.21% 89
2022
Q4 		$1.01M Buy
3,792
+23
+0.6% +$6.36K 0.2% 91
2022
Q3 		$1.06M Hold
3,769
– – 0.2% 93
2022
Q2 		$1.06M Buy
3,769
+1,377
+58% +$427K 0.2% 93
2022
Q1 		$867K Buy
2,392
+1,623
+211% +$576K 0.13% 110
2021
Q4 		$306K Sell
769
-14
-2% -$5.41K 0.04% 136
2021
Q3 		$280K Sell
783
-10
-1% -$3.68K 0.04% 167
2021
Q2 		$281K Sell
793
-252
-24% -$84.7K 0.04% 164
2021
Q1 		$333K Sell
1,045
-67
-6% -$21.4K 0.04% 169
2020
Q4 		$349K Buy
1,112
+14
+1% +$4.11K 0.06% 146
2020
Q3 		$305K Buy
1,098
+58
+6% +$15.7K 0.06% 144
2020
Q2 		$258K Sell
1,040
-358
-26% -$80.2K 0.06% 141
2020
Q1 		$266K Sell
1,398
-745
-35% -$158K 0.07% 124
2019
Q4 		$456K Sell
2,143
-218
-9% -$43.6K 0.1% 136
2019
Q3 		$446K Buy
2,361
+5
+0.2% +$948 0.1% 127
2019
Q2 		$440K Buy
2,356
+163
+7% +$30K 0.11% 113
2019
Q1 		$394K Sell
2,193
-87
-4% -$14.8K 0.11% 111
2018
Q4 		$352K Buy
+2,280
New +$381K 0.11% 108

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Insight Wealth Strategies's QQQ Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Invesco QQQ Trust (QQQ) stake by 21% in Q3 2026, selling an estimated $560K and leaving 2,923 shares worth $2.16M. The position accounts for 0.21% of the portfolio, ranked #91.

Insight Wealth Strategies first reported a position in QQQ in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.69M in Q2 2026. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Insight Wealth Strategies held 2,923 shares of Invesco QQQ Trust worth $2.16M as of Q3 2026.
  • Insight Wealth Strategies sold 784 Invesco QQQ Trust shares in Q3 2026, an estimated $560K.
  • Invesco QQQ Trust made up 0.21% of Insight Wealth Strategies's portfolio in Q3 2026, its #91 holding.
  • Insight Wealth Strategies first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 32 quarters since.
  • Insight Wealth Strategies's Invesco QQQ Trust position peaked at $2.69M in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.