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LongView Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

LongView Wealth Management’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 		$8.62M Buy
11,700
+157
+1% +$108K 2.21% 11
2026
Q1 		$7.26M Sell
11,543
-239
-2% -$145K 1.82% 12
2025
Q4 		$7.39M Buy
11,782
+216
+2% +$133K 1.78% 13
2025
Q3 		$6.94M Buy
11,566
+335
+3% +$192K 1.88% 12
2025
Q2 		$6.2M Buy
11,231
+442
+4% +$220K 1.88% 11
2025
Q1 		$5.06M Sell
10,789
-171
-2% -$86.9K 1.52% 16
2024
Q4 		$5.6M Buy
10,960
+463
+4% +$234K 1.71% 15
2024
Q3 		$5.12M Buy
10,497
+336
+3% +$159K 1.64% 15
2024
Q2 		$4.87M Sell
10,161
-116
-1% -$52.2K 1.8% 13
2024
Q1 		$4.56M Sell
10,277
-18
-0.2% -$7.72K 1.81% 13
2023
Q4 		$4.18M Buy
+10,295
New +$3.91M 1.87% 14

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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

LongView Wealth Management's QQQ Position: Q2 2026 in Review

LongView Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 1.4% in Q2 2026, buying an estimated $108K and bringing the position to 11,700 shares worth $8.62M. The position accounts for 2.21% of the portfolio, ranked #11.

LongView Wealth Management first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 1,651 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • LongView Wealth Management held 11,700 shares of Invesco QQQ Trust worth $8.62M as of Q2 2026.
  • LongView Wealth Management bought 157 Invesco QQQ Trust shares in Q2 2026, an estimated $108K.
  • Invesco QQQ Trust made up 2.21% of LongView Wealth Management's portfolio in Q2 2026, its #11 holding.
  • LongView Wealth Management first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.