Moss Adams Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Moss Adams 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 Q2	$3.5M	Buy	4,743 +32	+0.7%	+$22K	0.22%	36
2026 Q1	$2.72M	Sell	4,711 -65	-1%	-$39.5K	0.2%	38
2025 Q4	$2.93M	Buy	4,776 +10	+0.2%	+$6.14K	0.21%	36
2025 Q3	$2.86M	Buy	4,766 +202	+4%	+$116K	0.22%	38
2025 Q2	$2.52M	Buy	4,564 +141	+3%	+$70.1K	0.23%	40
2025 Q1	$2.08M	Buy	4,423 +49	+1%	+$24.9K	0.22%	39
2024 Q4	$2.24M	Sell	4,374 -4	-0.1%	-$2.02K	0.24%	33
2024 Q3	$2.14M	Buy	4,378 +4	+0.1%	+$1.89K	0.23%	36
2024 Q2	$2.1M	Buy	4,374 +93	+2%	+$41.8K	0.29%	30
2024 Q1	$1.9M	Sell	4,281 -11	-0.3%	-$4.72K	0.31%	32
2023 Q4	$1.76M	Sell	4,292 -4	-0.1%	-$1.52K	0.37%	26
2023 Q3	$1.54M	Buy	4,296 +73	+2%	+$27.1K	0.53%	21
2023 Q2	$1.56M	Buy	4,223 +27	+0.6%	+$9.09K	0.51%	23
2023 Q1	$1.35M	Buy	4,196 +4	+0.1%	+$1.18K	0.46%	23
2022 Q4	$1.12M	Buy	+4,192	New	+$1.16M	0.56%	31

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Moss Adams Wealth Advisors's QQQ Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.68% in Q2 2026, buying an estimated $22K and bringing the position to 4,743 shares worth $3.5M. The position accounts for 0.22% of the portfolio, ranked #36.

Moss Adams Wealth Advisors first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. 1,773 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Moss Adams Wealth Advisors held 4,743 shares of Invesco QQQ Trust worth $3.5M as of Q2 2026.
Moss Adams Wealth Advisors bought 32 Invesco QQQ Trust shares in Q2 2026, an estimated $22K.
Invesco QQQ Trust made up 0.22% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Moss Adams Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
1,773 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.