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OneDigital Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

OneDigital Investment 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
2021
Q4 		– Sell
-300
Closed -$2K – 823
2021
Q3 		$2K Buy
+300
New +$110K ﹤0.01% 758
2020
Q3 		– Sell
-1,000
Closed -$7K – 707
2020
Q2 		$7K Buy
+1,000
New +$224K ﹤0.01% 632

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OneDigital Investment Advisors's QQQ Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.2% in Q2 2026, buying an estimated $852K and bringing the position to 57,508 shares worth $42.3M. The position accounts for 0.36% of the portfolio, ranked #58.

OneDigital Investment Advisors first reported a position in QQQ in Q2 2017 and has held it in 37 quarters since. 2,974 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • OneDigital Investment Advisors held 57,508 shares of Invesco QQQ Trust worth $42.3M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,239 Invesco QQQ Trust shares in Q2 2026, an estimated $852K.
  • Invesco QQQ Trust made up 0.36% of OneDigital Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • OneDigital Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2017 and has held it in 37 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.