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

MinichMacGregor 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	$1.2M	Buy	1,632 +189	+13%	+$130K	0.18%	56
2026 Q1	$833K	Sell	1,443 -3,112	-68%	-$1.89M	0.15%	56
2025 Q4	$2.8M	Buy	4,555 +2,682	+143%	+$1.65M	0.51%	48
2025 Q3	$1.12M	Sell	1,873 -81	-4%	-$46.4K	0.22%	53
2025 Q2	$1.08M	Sell	1,954 -2,362	-55%	-$1.17M	0.23%	50
2025 Q1	$2.02M	Buy	4,316 +64	+2%	+$32.5K	0.45%	46
2024 Q4	$2.17M	Buy	4,252 +1,472	+53%	+$745K	0.45%	47
2024 Q3	$1.36M	Buy	2,780 +2	+0.1%	+$946	0.29%	51
2024 Q2	$1.33M	Sell	2,778 -36	-1%	-$16.2K	0.33%	48
2024 Q1	$1.25M	Sell	2,814 -998	-26%	-$428K	0.32%	51
2023 Q4	$1.56M	Buy	3,812 +1,661	+77%	+$631K	0.45%	39
2023 Q3	$771K	Buy	2,151 +144	+7%	+$53.4K	0.26%	55
2023 Q2	$741K	Buy	2,007 +182	+10%	+$61.3K	0.23%	54
2023 Q1	$586K	Buy	1,825 +903	+98%	+$266K	0.19%	56
2022 Q4	$246K	Hold	922	–	–	0.09%	69
2022 Q3	$246K	Sell	922 -10	-1%	-$3.02K	0.1%	70
2022 Q2	$261K	Sell	932 -708	-43%	-$220K	0.11%	65
2022 Q1	$594K	Sell	1,640 -208	-11%	-$73.9K	0.19%	60
2021 Q4	$735K	Sell	1,848 -144	-7%	-$55.6K	0.22%	52
2021 Q3	$713K	Hold	1,992	–	–	0.24%	47
2021 Q2	$706K	Sell	1,992 -226	-10%	-$76K	0.25%	49
2021 Q1	$707K	Buy	2,218 +347	+19%	+$111K	0.26%	48
2020 Q4	$587K	Buy	1,871 +162	+9%	+$47.6K	0.24%	52
2020 Q3	$474K	Buy	1,709 +172	+11%	+$46.6K	0.22%	45
2020 Q2	$380K	Sell	1,537 -7,816	-84%	-$1.75M	0.21%	48
2020 Q1	$1.96M	Buy	9,353 +7,658	+452%	+$1.62M	1.76%	8
2019 Q4	$360K	Buy	1,695 +100	+6%	+$20K	0.2%	40
2019 Q3	$301K	Sell	1,595 -5	-0.3%	-$948	0.2%	41
2019 Q2	$302K	Hold	1,600	–	–	0.21%	38
2019 Q1	$291K	Buy	+1,600	New	+$271K	0.22%	40
2018 Q4	–	Sell	-833	Closed	-$155K	–	408
2018 Q3	$155K	Hold	833	–	–	0.1%	53
2018 Q2	$143K	Buy	+833	New	+$140K	0.1%	56

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

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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

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

MinichMacGregor Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 13% in Q2 2026, buying an estimated $130K and bringing the position to 1,632 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #56.

MinichMacGregor Wealth Management first reported a position in QQQ in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.8M in Q4 2025. 2,008 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

MinichMacGregor Wealth Management held 1,632 shares of Invesco QQQ Trust worth $1.2M as of Q2 2026.
MinichMacGregor Wealth Management bought 189 Invesco QQQ Trust shares in Q2 2026, an estimated $130K.
Invesco QQQ Trust made up 0.18% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #56 holding.
MinichMacGregor Wealth Management first reported a position in Invesco QQQ Trust in Q2 2018 and has held it in 32 quarters since.
MinichMacGregor Wealth Management's Invesco QQQ Trust position peaked at $2.8M in Q4 2025.
2,008 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.