Kingsview Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$82.3M Buy
111,814
+2,712
+2% +$1.87M 1% 20
2026
Q1
$63M Buy
109,102
+4,705
+5% +$2.86M 0.86% 20
2025
Q4
$64.1M Buy
104,397
+2,033
+2% +$1.25M 0.92% 18
2025
Q3
$61.5M Sell
102,364
-3,455
-3% -$1.98M 0.94% 20
2025
Q2
$58.4M Buy
105,819
+7,072
+7% +$3.52M 0.99% 17
2025
Q1
$46.3M Buy
98,747
+695
+0.7% +$353K 0.87% 25
2024
Q4
$50.1M Sell
98,052
-868
-0.9% -$439K 0.98% 18
2024
Q3
$48.3M Buy
98,920
+4,433
+5% +$2.1M 1.02% 18
2024
Q2
$45.3M Buy
94,487
+1,480
+2% +$666K 1.07% 16
2024
Q1
$41.3M Sell
93,007
-5,496
-6% -$2.36M 1.04% 14
2023
Q4
$40.3M Buy
98,503
+561
+0.6% +$213K 1.2% 10
2023
Q3
$35.1M Sell
97,942
-12,452
-11% -$4.62M 1.26% 10
2023
Q2
$40.8M Sell
110,394
-2,282
-2% -$768K 1.6% 7
2023
Q1
$36.2M Buy
112,676
+21,956
+24% +$6.48M 1.52% 8
2022
Q4
$24.2M Sell
90,720
-2,624
-3% -$726K 1.05% 14
2022
Q3
$24.9M Sell
93,344
-1,014
-1% -$306K 1.18% 10
2022
Q2
$26.4M Sell
94,358
-5,793
-6% -$1.8M 1.27% 8
2022
Q1
$36.3M Sell
100,151
-14,953
-13% -$5.31M 1.6% 6
2021
Q4
$45.8M Buy
115,104
+5,041
+5% +$1.95M 1.91% 5
2021
Q3
$39.4M Buy
110,063
+13,946
+15% +$5.14M 1.87% 6
2021
Q2
$34.1M Sell
96,117
-18,215
-16% -$6.12M 1.68% 6
2021
Q1
$37.1M Buy
114,332
+10,199
+10% +$3.26M 2.11% 6
2020
Q4
$32.7M Sell
104,133
-4,417
-4% -$1.3M 2.37% 4
2020
Q3
$30.2M Sell
108,550
-34,896
-24% -$9.46M 2.7% 5
2020
Q2
$35.5M Buy
143,446
+64,544
+82% +$14.5M 3.55% 2
2020
Q1
$15M Buy
78,902
+436
+0.6% +$92.3K 2.03% 4
2019
Q4
$16.7M Buy
78,466
+2,952
+4% +$591K 2.09% 3
2019
Q3
$14.3M Buy
75,514
+494
+0.7% +$93.6K 2.24% 4
2019
Q2
$14M Sell
75,020
-27,310
-27% -$5.03M 2.35% 3
2019
Q1
$18.4M Buy
102,330
+72,815
+247% +$12.4M 2.8% 2
2018
Q4
$4.55M Sell
29,515
-313
-1% -$52.3K 0.99% 15
2018
Q3
$5.54M Buy
29,828
+2,880
+11% +$521K 1.12% 10
2018
Q2
$4.63M Buy
26,948
+3,040
+13% +$510K 1.1% 10
2018
Q1
$3.83M Buy
23,908
+3,300
+16% +$545K 0.95% 21
2017
Q4
$3.21M Buy
20,608
+470
+2% +$71.7K 1.15% 14
2017
Q3
$2.93M Buy
20,138
+4,679
+30% +$670K 1.29% 13
2017
Q2
$2.13M Buy
15,459
+5,690
+58% +$782K 1.1% 16
2017
Q1
$1.29M Buy
+9,769
New +$1.25M 0.77% 31

Other funds holding QQQ

Kingsview Wealth Management's QQQ Position: Q2 2026 in Review

Kingsview Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 2.5% in Q2 2026, buying an estimated $1.87M and bringing the position to 111,814 shares worth $82.3M. The position accounts for 1% of the portfolio, ranked #20.

Kingsview Wealth Management first reported a position in QQQ in Q1 2017 and has held it in 38 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Kingsview Wealth Management held 111,814 shares of Invesco QQQ Trust worth $82.3M as of Q2 2026.
  • Kingsview Wealth Management bought 2,712 Invesco QQQ Trust shares in Q2 2026, an estimated $1.87M.
  • Invesco QQQ Trust made up 1% of Kingsview Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Kingsview Wealth Management first reported a position in Invesco QQQ Trust in Q1 2017 and has held it in 38 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.