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

LifeGoal 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 Q3	$1.36M	Buy	1,836 +824	+81%	+$589K	0.41%	44
2026 Q2	$746K	Sell	1,012 -1	-0.1%	-$688	0.34%	40
2026 Q1	$592K	Buy	1,013 +553	+120%	+$336K	0.34%	46
2025 Q4	$283K	Sell	460 -197	-30%	-$121K	0.19%	62
2025 Q3	$394K	Buy	+657	New	+$376K	0.33%	51
2025 Q2	–	Sell	-549	Closed	-$257K	–	72
2025 Q1	$257K	Hold	549	–	–	0.28%	51
2024 Q4	$281K	Buy	+549	New	+$278K	0.3%	49

Other funds holding QQQ

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

LifeGoal Wealth Advisors's QQQ Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 81% in Q3 2026, buying an estimated $589K and bringing the position to 1,836 shares worth $1.36M. The position accounts for 0.41% of the portfolio, ranked #44.

LifeGoal Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

LifeGoal Wealth Advisors held 1,836 shares of Invesco QQQ Trust worth $1.36M as of Q3 2026.
LifeGoal Wealth Advisors bought 824 Invesco QQQ Trust shares in Q3 2026, an estimated $589K.
Invesco QQQ Trust made up 0.41% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #44 holding.
LifeGoal Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.