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Investment Research & Advisory Group’s Invesco QQQ Trust QQQ Stock Holding History

Investment Research & Advisory Group’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 		$170K Hold
231
– – 0.05% 83
2026
Q1 		$133K Buy
231
+2
+0.9% +$1.22K 0.05% 87
2025
Q4 		$140K Buy
229
+61
+36% +$37.4K 0.05% 80
2025
Q3 		$101K Hold
168
– – 0.03% 91
2025
Q2 		$92.7K Sell
168
-1,016
-86% -$505K 0.03% 89
2025
Q1 		$555K Buy
1,184
+2
+0.2% +$1.02K 0.23% 53
2024
Q4 		$604K Buy
1,182
+1
+0.1% +$506 0.25% 52
2024
Q3 		$576K Buy
1,181
+2
+0.2% +$946 0.24% 52
2024
Q2 		$565K Buy
1,179
+1
+0.1% +$450 0.25% 53
2024
Q1 		$523K Buy
1,178
+73
+7% +$31.3K 0.24% 51
2023
Q4 		$453K Hold
1,105
– – 0.23% 56
2023
Q3 		$396K Sell
1,105
-13
-1% -$4.82K 0.22% 56
2023
Q2 		$413K Hold
1,118
– – 0.24% 53
2023
Q1 		$359K Hold
1,118
– – 0.23% 54
2022
Q4 		$298K Hold
1,118
– – 0.2% 54
2022
Q3 		$299K Hold
1,118
– – 0.22% 54
2022
Q2 		$313K Hold
1,118
– – 0.23% 53
2022
Q1 		$405K Hold
1,118
– – 0.25% 49
2021
Q4 		$445K Hold
1,118
– – 0.27% 46
2021
Q3 		$402K Hold
1,118
– – 0.26% 50
2021
Q2 		$396K Hold
1,118
– – 0.26% 47
2021
Q1 		$357K Hold
1,118
– – 0.26% 45
2020
Q4 		$351K Hold
1,118
– – 0.26% 46
2020
Q3 		$311K Buy
1,118
+100
+10% +$27.1K 0.26% 45
2020
Q2 		$250K Hold
1,018
– – 0.22% 50
2020
Q1 		$194K Hold
1,018
– – 0.18% 48
2019
Q4 		$216K Buy
+1,018
New +$204K 0.2% 49

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Investment Research & Advisory Group's QQQ Position: Q2 2026 in Review

Investment Research & Advisory Group held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 231 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #83.

Investment Research & Advisory Group first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $604K in Q4 2024. 1,809 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Investment Research & Advisory Group held 231 shares of Invesco QQQ Trust worth $170K as of Q2 2026.
  • Investment Research & Advisory Group left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.05% of Investment Research & Advisory Group's portfolio in Q2 2026, its #83 holding.
  • Investment Research & Advisory Group first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • Investment Research & Advisory Group's Invesco QQQ Trust position peaked at $604K in Q4 2024.
  • 1,809 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.