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

Koa 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
2026
Q3 		$659K Buy
891
+27
+3% +$19.3K 0.43% 41
2026
Q2 		$636K Sell
864
-76
-8% -$52.3K 0.43% 42
2026
Q1 		$543K Sell
940
-49
-5% -$29.8K 0.39% 44
2025
Q4 		$608K Buy
989
+19
+2% +$11.7K 0.42% 43
2025
Q3 		$582K Sell
970
-144
-13% -$82.5K 0.43% 43
2025
Q2 		$615K Sell
1,114
-15
-1% -$7.46K 0.49% 42
2025
Q1 		$529K Buy
1,129
+228
+25% +$116K 0.43% 40
2024
Q4 		$461K Sell
901
-137
-13% -$69.3K 0.38% 40
2024
Q3 		$506K Buy
1,038
+30
+3% +$14.2K 0.39% 40
2024
Q2 		$483K Buy
1,008
+16
+2% +$7.2K 0.41% 38
2024
Q1 		$440K Buy
992
+144
+17% +$61.7K 0.4% 41
2023
Q4 		$347K Buy
+848
New +$322K 0.34% 41

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Koa Wealth Management's QQQ Position: Q3 2026 in Review

Koa Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 3.1% in Q3 2026, buying an estimated $19.3K and bringing the position to 891 shares worth $659K. The position accounts for 0.43% of the portfolio, ranked #41.

Koa Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 12 quarters since. 1,980 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Koa Wealth Management held 891 shares of Invesco QQQ Trust worth $659K as of Q3 2026.
  • Koa Wealth Management bought 27 Invesco QQQ Trust shares in Q3 2026, an estimated $19.3K.
  • Invesco QQQ Trust made up 0.43% of Koa Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Koa Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 12 quarters since.
  • 1,980 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.