Kingswood Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Kingswood 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 Q2	$58.8M	Sell	79,879 -3,745	-4%	-$2.58M	2.37%	4
2026 Q1	$48.3M	Buy	83,624 +8,945	+12%	+$5.43M	2.29%	4
2025 Q4	$45.9M	Buy	74,679 +19,554	+35%	+$12M	2.22%	4
2025 Q3	$33.1M	Buy	55,125 +8,823	+19%	+$5.05M	2%	6
2025 Q2	$25.5M	Sell	46,302 -745	-2%	-$371K	2.02%	5
2025 Q1	$22.1M	Sell	47,047 -10,263	-18%	-$5.21M	2.02%	5
2024 Q4	$29.3M	Buy	57,310 +16,735	+41%	+$8.46M	2.2%	5
2024 Q3	$19.8M	Buy	40,575 +11,304	+39%	+$5.35M	1.41%	6
2024 Q2	$14M	Buy	29,271 +7,158	+32%	+$3.22M	1.26%	9
2024 Q1	$9.82M	Sell	22,113 -8,053	-27%	-$3.45M	1.13%	9
2023 Q4	$12.4M	Buy	30,166 +13,353	+79%	+$5.07M	1.4%	8
2023 Q3	$7.41M	Buy	16,813 +13,427	+397%	+$4.98M	1.27%	10
2023 Q2	$1.25M	Buy	+3,386	New	+$1.14M	0.4%	62

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

Kingswood Wealth Advisors's QQQ Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 4.5% in Q2 2026, selling an estimated $2.58M and leaving 79,879 shares worth $58.8M. The position accounts for 2.37% of the portfolio, ranked #4.

Kingswood Wealth Advisors first reported a position in QQQ in Q2 2023 and has held it in 13 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Kingswood Wealth Advisors held 79,879 shares of Invesco QQQ Trust worth $58.8M as of Q2 2026.
Kingswood Wealth Advisors sold 3,745 Invesco QQQ Trust shares in Q2 2026, an estimated $2.58M.
Invesco QQQ Trust made up 2.37% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Kingswood Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 13 quarters since.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.