MN Wealth Advisors
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MN Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

MN 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
Q3 		$527K Buy
712
+1
+0.1% +$715 0.21% 76
2026
Q2 		$524K Sell
711
-25
-3% -$17.2K 0.22% 73
2026
Q1 		$425K Buy
736
+26
+4% +$15.8K 0.21% 81
2025
Q4 		$437K Buy
710
+2
+0.3% +$1.23K 0.22% 72
2025
Q3 		$426K Hold
708
– – 0.23% 76
2025
Q2 		$391K Buy
708
+1
+0.1% +$497 0.23% 79
2025
Q1 		$332K Hold
707
– – 0.19% 83
2024
Q4 		$362K Sell
707
-31
-4% -$15.7K 0.2% 72
2024
Q3 		$360K Sell
738
-442
-37% -$209K 0.2% 72
2024
Q2 		$326K Sell
1,180
-226
-16% -$102K 0.19% 75
2024
Q1 		$403K Buy
1,406
+472
+51% +$202K 0.25% 68
2023
Q4 		$383K Buy
+934
New +$355K 0.26% 65

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

MN Wealth Advisors's QQQ Position: Q3 2026 in Review

MN Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.14% in Q3 2026, buying an estimated $715 and bringing the position to 712 shares worth $527K. The position accounts for 0.21% of the portfolio, ranked #76.

MN Wealth Advisors first reported a position in QQQ in Q4 2023 and has held it in 12 quarters since. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • MN Wealth Advisors held 712 shares of Invesco QQQ Trust worth $527K as of Q3 2026.
  • MN Wealth Advisors bought 1 Invesco QQQ Trust share in Q3 2026, an estimated $715.
  • Invesco QQQ Trust made up 0.21% of MN Wealth Advisors's portfolio in Q3 2026, its #76 holding.
  • MN Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 12 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.