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Kovack Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Kovack 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
2023
Q2 		– Sell
-100
Closed -$487 – 634
2023
Q1 		$487 Buy
100
+99
+9,900% +$29.2K ﹤0.01% 599
2022
Q4 		$42 Buy
+1
New +$277 ﹤0.01% 566
2021
Q2 		– Sell
-2
Closed -$1K – 740
2021
Q1 		$1K Buy
+2
New +$640 ﹤0.01% 635

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

Kovack Advisors's QQQ Position: Q2 2026 in Review

Kovack Advisors increased its Invesco QQQ Trust (QQQ) stake by 17% in Q2 2026, buying an estimated $5.89M and bringing the position to 58,427 shares worth $42.6M. The position accounts for 2.05% of the portfolio, ranked #6.

Kovack Advisors first reported a position in QQQ in Q3 2013 and has held it in 48 quarters since. 1,898 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Kovack Advisors held 58,427 shares of Invesco QQQ Trust worth $42.6M as of Q2 2026.
  • Kovack Advisors bought 8,567 Invesco QQQ Trust shares in Q2 2026, an estimated $5.89M.
  • Invesco QQQ Trust made up 2.05% of Kovack Advisors's portfolio in Q2 2026, its #6 holding.
  • Kovack Advisors first reported a position in Invesco QQQ Trust in Q3 2013 and has held it in 48 quarters since.
  • 1,898 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.