Long Run Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Long Run 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
2025 Q4	$1.62M	Buy	2,633 +9	+0.3%	+$5.52K	0.3%	56
2025 Q3	$1.58M	Sell	2,624 -176	-6%	-$101K	0.31%	58
2025 Q2	$1.54M	Buy	2,800 +13	+0.5%	+$6.46K	0.32%	53
2025 Q1	$1.31M	Sell	2,787 -2	-0.1%	-$1.02K	0.3%	61
2024 Q4	$1.43M	Buy	2,789 +8	+0.3%	+$4.05K	0.34%	50
2024 Q3	$1.36M	Hold	2,781	–	–	0.32%	56
2024 Q2	$1.33M	Hold	2,781	–	–	0.34%	56
2024 Q1	$1.23M	Sell	2,781 -6	-0.2%	-$2.57K	0.33%	55
2023 Q4	$1.14M	Buy	2,787 +709	+34%	+$269K	0.33%	54
2023 Q3	$744K	Sell	2,078 -4	-0.2%	-$1.48K	0.24%	66
2023 Q2	$769K	Hold	2,082	–	–	0.25%	69
2023 Q1	$668K	Hold	2,082	–	–	0.23%	68
2022 Q4	$554K	Hold	2,082	–	–	0.2%	75
2022 Q3	$556K	Hold	2,082	–	–	0.22%	70
2022 Q2	$584K	Hold	2,082	–	–	0.23%	69
2022 Q1	$755K	Hold	2,082	–	–	0.26%	66
2021 Q4	$829K	Buy	+2,082	New	+$804K	0.29%	64

Other funds holding QQQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Long Run Wealth Advisors's QQQ Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.34% in Q4 2025, buying an estimated $5.52K and bringing the position to 2,633 shares worth $1.62M. The position accounts for 0.3% of the portfolio, ranked #56.

Long Run Wealth Advisors first reported a position in QQQ in Q4 2021 and has held it in 17 quarters since. 3,851 funds tracked by Wall St. Rank hold QQQ as of Q4 2025.

Long Run Wealth Advisors held 2,633 shares of Invesco QQQ Trust worth $1.62M as of Q4 2025.
Long Run Wealth Advisors bought 9 Invesco QQQ Trust shares in Q4 2025, an estimated $5.52K.
Invesco QQQ Trust made up 0.3% of Long Run Wealth Advisors's portfolio in Q4 2025, its #56 holding.
Long Run Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 17 quarters since.
3,851 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.