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New Perspectives Inc’s Invesco QQQ Trust QQQ Stock Holding History

New Perspectives Inc’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 		$32M Sell
43,452
-1,046
-2% -$720K 9.82% 4
2026
Q1 		$25.7M Sell
44,498
-608
-1% -$369K 8.89% 4
2025
Q4 		$27.7M Sell
45,106
-1,046
-2% -$642K 9.61% 4
2025
Q3 		$27.7M Sell
46,152
-2,032
-4% -$1.16M 12.4% 2
2025
Q2 		$26.6M Sell
48,184
-7,646
-14% -$3.8M 13.15% 2
2025
Q1 		$26.2M Sell
55,830
-3,744
-6% -$1.9M 13.97% 2
2024
Q4 		$30.5M Sell
59,574
-1,736
-3% -$878K 16.32% 2
2024
Q3 		$29.9M Sell
61,310
-1,478
-2% -$699K 15.94% 2
2024
Q2 		$30.1M Sell
62,788
-1,281
-2% -$576K 16.06% 2
2024
Q1 		$28.4M Buy
+64,069
New +$27.5M 15.75% 2
2022
Q4 		$15.7M Buy
58,839
+2,882
+5% +$797K 12.01% 4
2022
Q3 		$15M Buy
55,957
+1,634
+3% +$493K 12.88% 4
2022
Q2 		$15.2M Buy
54,323
+546
+1% +$169K 12.4% 4
2022
Q1 		$19.5M Buy
53,777
+1,781
+3% +$633K 14.04% 3
2021
Q4 		$20.7M Sell
51,996
-5,771
-10% -$2.23M 14.63% 2
2021
Q3 		$20.7M Buy
57,767
+713
+1% +$263K 15.27% 2
2021
Q2 		$20.2M Buy
+57,054
New +$19.2M 15.7% 2

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

New Perspectives Inc's QQQ Position: Q2 2026 in Review

New Perspectives Inc reduced its Invesco QQQ Trust (QQQ) stake by 2.4% in Q2 2026, selling an estimated $720K and leaving 43,452 shares worth $32M. The position accounts for 9.82% of the portfolio, ranked #4.

New Perspectives Inc first reported a position in QQQ in Q2 2021 and has held it in 17 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • New Perspectives Inc held 43,452 shares of Invesco QQQ Trust worth $32M as of Q2 2026.
  • New Perspectives Inc sold 1,046 Invesco QQQ Trust shares in Q2 2026, an estimated $720K.
  • Invesco QQQ Trust made up 9.82% of New Perspectives Inc's portfolio in Q2 2026, its #4 holding.
  • New Perspectives Inc first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 17 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.