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Petros Family Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Petros Family Wealth’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 		$1.06M Buy
1,442
+47
+3% +$32.3K 0.65% 43
2026
Q1 		$805K Buy
1,395
+11
+0.8% +$6.68K 0.57% 49
2025
Q4 		$850K Buy
1,384
+928
+204% +$569K 0.57% 49
2025
Q3 		$274K Hold
456
– – 0.23% 107
2025
Q2 		$252K Buy
+456
New +$227K 0.23% 108
2025
Q1 		– Sell
-416
Closed -$213K – 138
2024
Q4 		$213K Buy
+416
New +$210K 0.23% 114

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

Petros Family Wealth's QQQ Position: Q2 2026 in Review

Petros Family Wealth increased its Invesco QQQ Trust (QQQ) stake by 3.4% in Q2 2026, buying an estimated $32.3K and bringing the position to 1,442 shares worth $1.06M. The position accounts for 0.65% of the portfolio, ranked #43.

Petros Family Wealth first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. 1,629 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Petros Family Wealth held 1,442 shares of Invesco QQQ Trust worth $1.06M as of Q2 2026.
  • Petros Family Wealth bought 47 Invesco QQQ Trust shares in Q2 2026, an estimated $32.3K.
  • Invesco QQQ Trust made up 0.65% of Petros Family Wealth's portfolio in Q2 2026, its #43 holding.
  • Petros Family Wealth first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,629 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.