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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
Q3 		$1.48M Buy
1,996
+51
+3% +$36.4K 0.17% 56
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

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

Inspirion Wealth Advisors's QQQ Position: Q3 2026 in Review

Inspirion Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.6% in Q3 2026, buying an estimated $36.4K and bringing the position to 1,996 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #56.

Inspirion Wealth Advisors first reported a position in QQQ in Q1 2021 and has held it in 22 quarters since. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Inspirion Wealth Advisors held 1,996 shares of Invesco QQQ Trust worth $1.48M as of Q3 2026.
  • Inspirion Wealth Advisors bought 51 Invesco QQQ Trust shares in Q3 2026, an estimated $36.4K.
  • Invesco QQQ Trust made up 0.17% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #56 holding.
  • Inspirion Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 22 quarters since.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

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