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Maia Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Maia 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 		$1.19M Buy
1,617
+33
+2% +$22.7K 0.18% 144
2026
Q1 		$914K Sell
1,584
-49
-3% -$29.8K 0.15% 153
2025
Q4 		$981K Sell
1,633
-168
-9% -$103K 0.17% 138
2025
Q3 		$1.12M Sell
1,801
-187
-9% -$107K 0.19% 132
2025
Q2 		$1.1M Sell
1,988
-135
-6% -$67.1K 0.21% 123
2025
Q1 		$971K Buy
2,123
+65
+3% +$33K 0.22% 112
2024
Q4 		$1.06M Buy
2,058
+451
+28% +$228K 0.23% 98
2024
Q3 		$791K Buy
1,607
+36
+2% +$17K 0.2% 109
2024
Q2 		$780K Buy
+1,571
New +$707K 0.23% 91
2023
Q4 		$688K Buy
+1,680
New +$638K 0.28% 69

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
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
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

Maia Wealth's QQQ Position: Q2 2026 in Review

Maia Wealth increased its Invesco QQQ Trust (QQQ) stake by 2.1% in Q2 2026, buying an estimated $22.7K and bringing the position to 1,617 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #144.

Maia Wealth first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. 1,760 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Maia Wealth held 1,617 shares of Invesco QQQ Trust worth $1.19M as of Q2 2026.
  • Maia Wealth bought 33 Invesco QQQ Trust shares in Q2 2026, an estimated $22.7K.
  • Invesco QQQ Trust made up 0.18% of Maia Wealth's portfolio in Q2 2026, its #144 holding.
  • Maia Wealth first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.