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Lauer Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Lauer Wealth’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 		$23.5M Buy
32,633
+4,745
+17% +$3.26M 14.1% 1
2026
Q1 		$16.9M Sell
27,888
-1,223
-4% -$743K 13.46% 1
2025
Q4 		$18.1M Sell
29,111
-258
-0.9% -$158K 13.41% 1
2025
Q3 		$17.7M Sell
29,369
-76
-0.3% -$43.5K 12.64% 1
2025
Q2 		$16.9M Sell
29,445
-14,118
-32% -$7.02M 13.92% 1
2025
Q1 		$20.7M Buy
43,563
+7,685
+21% +$3.9M 15.94% 1
2024
Q4 		$18.3M Buy
35,878
+6,533
+22% +$3.3M 12.26% 3
2024
Q3 		$14.3M Sell
29,345
-1,732
-6% -$820K 11.07% 2
2024
Q2 		$15.3M Sell
31,077
-3,417
-10% -$1.54M 12.05% 2
2024
Q1 		$15.4M Buy
34,494
+4,860
+16% +$2.08M 13.34% 2
2023
Q4 		$12.5M Sell
29,634
-60
-0.2% -$22.8K 11.57% 1
2023
Q3 		$11M Buy
29,694
+18
+0.1% +$6.67K 11.84% 1
2023
Q2 		$11.2M Sell
29,676
-7,471
-20% -$2.52M 11.55% 2
2023
Q1 		$11.8M Buy
+37,147
New +$11M 14.7% 1

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lauer Wealth's QQQ Position: Q2 2026 in Review

Lauer Wealth increased its Invesco QQQ Trust (QQQ) stake by 17% in Q2 2026, buying an estimated $3.26M and bringing the position to 32,633 shares worth $23.5M. The position accounts for 14.1% of the portfolio, ranked #1.

Lauer Wealth first reported a position in QQQ in Q1 2023 and has held it in 14 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Lauer Wealth held 32,633 shares of Invesco QQQ Trust worth $23.5M as of Q2 2026.
  • Lauer Wealth bought 4,745 Invesco QQQ Trust shares in Q2 2026, an estimated $3.26M.
  • Invesco QQQ Trust made up 14.1% of Lauer Wealth's portfolio in Q2 2026, its #1 holding.
  • Lauer Wealth first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 14 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.