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

Orgel 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	$486K	Buy	660 +164	+33%	+$113K	0.01%	85
2026 Q1	$286K	Buy	496 +131	+36%	+$79.6K	0.01%	86
2025 Q4	$224K	Sell	365 -17	-4%	-$10.4K	﹤0.01%	90
2025 Q3	$229K	Buy	382 +17	+5%	+$9.73K	0.01%	83
2025 Q2	$201K	Buy	+365	New	+$182K	﹤0.01%	85
2025 Q1	–	Sell	-411	Closed	-$210K	–	87
2024 Q4	$210K	Buy	+411	New	+$208K	0.01%	86
2022 Q2	–	Sell	-600	Closed	-$218K	–	72
2022 Q1	$218K	Hold	600	–	–	0.02%	60
2021 Q4	$239K	Hold	600	–	–	0.02%	56
2021 Q3	$215K	Hold	600	–	–	0.02%	57
2021 Q2	$213K	Buy	+600	New	+$202K	0.03%	58

Other funds holding QQQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

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

Orgel Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 33% in Q2 2026, buying an estimated $113K and bringing the position to 660 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #85.

Orgel Wealth Management first reported a position in QQQ in Q2 2021 and has held it in 10 quarters since. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Orgel Wealth Management held 660 shares of Invesco QQQ Trust worth $486K as of Q2 2026.
Orgel Wealth Management bought 164 Invesco QQQ Trust shares in Q2 2026, an estimated $113K.
Invesco QQQ Trust made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #85 holding.
Orgel Wealth Management first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 10 quarters since.
792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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