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

Kingsview 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
2021 Q3	–	Sell	-1,700	Closed	-$1K	–	992
2021 Q2	$1K	Sell	1,700 -2,500	-60%	-$841K	﹤0.01%	905
2021 Q1	$8K	Buy	4,200 +3,200	+320%	+$1.02M	﹤0.01%	818
2020 Q4	$1K	Sell	1,000 -2,300	-70%	-$675K	﹤0.01%	722
2020 Q3	$4K	Buy	3,300 +1,300	+65%	+$353K	﹤0.01%	612
2020 Q2	$4K	Buy	+2,000	New	+$448K	﹤0.01%	578
2018 Q3	–	Sell	-2,500	Closed	-$2K	–	446
2018 Q2	$2K	Buy	2,500 +2,300	+1,150%	+$386K	﹤0.01%	357
2018 Q1	$3K	Buy	+200	New	+$33K	﹤0.01%	337
2017 Q4	–	Sell	-3,400	Closed	-$1K	–	431
2017 Q3	$1K	Sell	3,400 -200	-6%	-$28.7K	﹤0.01%	354
2017 Q2	$8K	Sell	3,600 -900	-20%	-$124K	﹤0.01%	280
2017 Q1	$1K	Buy	+4,500	New	+$575K	﹤0.01%	293

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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. 4,021 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.
4,021 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.