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 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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

LifeGoal Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.1% in Q2 2026, selling an estimated $688 and leaving 1,012 shares worth $746K. The position accounts for 0.34% of the portfolio, ranked #40.

LifeGoal Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

LifeGoal Wealth Advisors held 1,012 shares of Invesco QQQ Trust worth $746K as of Q2 2026.
LifeGoal Wealth Advisors sold 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
Invesco QQQ Trust made up 0.34% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #40 holding.
LifeGoal Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.