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

Nova 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 		$2.42M Sell
3,288
-48
-1% -$33K 1.34% 18
2026
Q1 		$1.93M Sell
3,336
-193
-5% -$117K 1.25% 17
2025
Q4 		$2.17M Sell
3,529
-120
-3% -$73.6K 1.49% 17
2025
Q3 		$2.19M Sell
3,649
-218
-6% -$125K 1.54% 14
2025
Q2 		$2.13M Sell
3,867
-222
-5% -$110K 1.57% 13
2025
Q1 		$1.92M Sell
4,089
-750
-15% -$381K 1.66% 9
2024
Q4 		$2.47M Buy
+4,839
New +$2.45M 2.14% 8

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Nova Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 1.4% in Q2 2026, selling an estimated $33K and leaving 3,288 shares worth $2.42M. The position accounts for 1.34% of the portfolio, ranked #18.

Nova Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2024. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Nova Wealth Management held 3,288 shares of Invesco QQQ Trust worth $2.42M as of Q2 2026.
  • Nova Wealth Management sold 48 Invesco QQQ Trust shares in Q2 2026, an estimated $33K.
  • Invesco QQQ Trust made up 1.34% of Nova Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Nova Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Invesco QQQ Trust position peaked at $2.47M in Q4 2024.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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