Institute for Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Institute for Wealth Management’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
2023 Q4	–	Hold	0	–	-$1.07M	–	491
2023 Q3	–	Hold	0	–	–	–	127
2023 Q2	–	Sell	-7,500	Closed	-$2.52M	–	29
2023 Q1	$2.41M	Buy	+7,500	New	+$2.21M	0.46%	47
2022 Q4	–	Hold	0	–	–	–	97
2020 Q4	–	Sell	-5,000	Closed	-$1.39M	–	453
2020 Q3	$1.39M	Buy	+5,000	New	+$1.36M	0.32%	81
2020 Q2	–	Sell	-3,000	Closed	-$571K	–	440
2020 Q1	$571K	Buy	+3,000	New	+$635K	0.18%	160

Other funds holding QQQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Institute for Wealth Management's QQQ Position: Q2 2026 in Review

Institute for Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 49% in Q2 2026, selling an estimated $13.4M and leaving 20,442 shares worth $15.1M. The position accounts for 1.33% of the portfolio, ranked #8.

Institute for Wealth Management first reported a position in QQQ in Q2 2017 and has held it in 32 quarters since. The position peaked at $23M in Q1 2026. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Institute for Wealth Management held 20,442 shares of Invesco QQQ Trust worth $15.1M as of Q2 2026.
Institute for Wealth Management sold 19,431 Invesco QQQ Trust shares in Q2 2026, an estimated $13.4M.
Invesco QQQ Trust made up 1.33% of Institute for Wealth Management's portfolio in Q2 2026, its #8 holding.
Institute for Wealth Management first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 32 quarters since.
Institute for Wealth Management's Invesco QQQ Trust position peaked at $23M in Q1 2026.
2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.