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Inspirion Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Inspirion Wealth Advisors’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 		$1.41M Hold
1,945
– – 0.16% 59
2026
Q1 		$1.12M Sell
1,945
-211
-10% -$128K 0.14% 64
2025
Q4 		$1.32M Sell
2,156
-138
-6% -$84.7K 0.16% 59
2025
Q3 		$1.12M Buy
2,294
+223
+11% +$128K 0.16% 56
2025
Q2 		$1.14M Sell
2,071
-10
-0.5% -$4.97K 0.15% 60
2025
Q1 		$976K Sell
2,081
-215
-9% -$109K 0.14% 62
2024
Q4 		$1.18M Buy
2,296
+2
+0.1% +$1.01K 0.17% 53
2024
Q3 		$1.12M Buy
2,294
+102
+5% +$48.3K 0.16% 56
2024
Q2 		$1.05M Sell
2,192
-3
-0.1% -$1.35K 0.16% 57
2024
Q1 		$975K Sell
2,195
-6
-0.3% -$2.57K 0.16% 59
2023
Q4 		$886K Sell
2,201
-1
-0% -$380 0.16% 57
2023
Q3 		$789K Buy
2,202
+10
+0.5% +$3.71K 0.15% 60
2023
Q2 		$810K Sell
2,192
-17
-0.8% -$5.72K 0.16% 61
2023
Q1 		$709K Buy
2,209
+156
+8% +$46K 0.14% 68
2022
Q4 		$547K Buy
2,053
+38
+2% +$10.5K 0.12% 75
2022
Q3 		$539K Sell
2,015
-72
-3% -$21.7K 0.12% 74
2022
Q2 		$585K Buy
2,087
+105
+5% +$32.6K 0.13% 69
2022
Q1 		$718K Buy
1,982
+988
+99% +$351K 0.15% 56
2021
Q4 		$395K Buy
994
+2
+0.2% +$772 0.08% 76
2021
Q3 		$355K Buy
+992
New +$365K 0.08% 70
2021
Q2 		– Sell
-641
Closed -$205K – 90
2021
Q1 		$205K Buy
+641
New +$205K 0.05% 82

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Inspirion Wealth Advisors's QQQ Position: Q2 2026 in Review

Inspirion Wealth Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 1,945 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #59.

Inspirion Wealth Advisors first reported a position in QQQ in Q1 2021 and has held it in 21 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Inspirion Wealth Advisors held 1,945 shares of Invesco QQQ Trust worth $1.41M as of Q2 2026.
  • Inspirion Wealth Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.16% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Inspirion Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 21 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.