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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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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

Insight Wealth Strategies's QQQ Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Invesco QQQ Trust (QQQ) stake by 11% in Q2 2026, selling an estimated $327K and leaving 3,707 shares worth $2.69M. The position accounts for 0.26% of the portfolio, ranked #88.

Insight Wealth Strategies first reported a position in QQQ in Q4 2018 and has held it in 31 quarters since. 1,654 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Insight Wealth Strategies held 3,707 shares of Invesco QQQ Trust worth $2.69M as of Q2 2026.
  • Insight Wealth Strategies sold 475 Invesco QQQ Trust shares in Q2 2026, an estimated $327K.
  • Invesco QQQ Trust made up 0.26% of Insight Wealth Strategies's portfolio in Q2 2026, its #88 holding.
  • Insight Wealth Strategies first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 31 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.