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

Oak 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	$1.01M	Buy	1,367 +32	+2%	+$22K	0.48%	29
2026 Q1	$770K	Hold	1,335	–	–	0.42%	33
2025 Q4	$820K	Buy	1,335 +8	+0.6%	+$4.91K	0.47%	29
2025 Q3	$797K	Hold	1,327	–	–	0.46%	31
2025 Q2	$732K	Hold	1,327	–	–	0.47%	32
2025 Q1	$622K	Buy	1,327 +290	+28%	+$147K	0.46%	28
2024 Q4	$530K	Buy	+1,037	New	+$525K	0.41%	32

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 $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

Oak Wealth Advisors's QQQ Position: Q2 2026 in Review

Oak Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.4% in Q2 2026, buying an estimated $22K and bringing the position to 1,367 shares worth $1.01M. The position accounts for 0.48% of the portfolio, ranked #29.

Oak Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,901 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Oak Wealth Advisors held 1,367 shares of Invesco QQQ Trust worth $1.01M as of Q2 2026.
Oak Wealth Advisors bought 32 Invesco QQQ Trust shares in Q2 2026, an estimated $22K.
Invesco QQQ Trust made up 0.48% of Oak Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Oak Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
1,901 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.