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

Physician 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 		$3.41M Sell
4,631
-111
-2% -$76.4K 0.41% 39
2026
Q1 		$2.74M Buy
4,742
+97
+2% +$58.9K 0.38% 42
2025
Q4 		$2.85M Sell
4,645
-151
-3% -$92.7K 0.4% 42
2025
Q3 		$2.88M Buy
4,796
+59
+1% +$33.8K 0.41% 43
2025
Q2 		$2.61M Buy
4,737
+46
+1% +$22.9K 0.41% 44
2025
Q1 		$2.2M Buy
4,691
+72
+2% +$36.6K 0.38% 45
2024
Q4 		$2.36M Sell
4,619
-26
-0.6% -$13.2K 0.4% 42
2024
Q3 		$2.28M Buy
4,645
+83
+2% +$39.3K 0.41% 39
2024
Q2 		$2.26M Buy
4,562
+2
+0% +$900 0.42% 40
2024
Q1 		$1.97M Buy
4,560
+151
+3% +$64.7K 0.41% 40
2023
Q4 		$1.86M Buy
4,409
+824
+23% +$313K 0.42% 37
2023
Q3 		$1.31M Buy
3,585
+346
+11% +$128K 0.34% 45
2023
Q2 		$1.2M Buy
3,239
+543
+20% +$183K 0.3% 48
2023
Q1 		$859K Buy
2,696
+401
+17% +$118K 0.23% 53
2022
Q4 		$662K Buy
2,295
+162
+8% +$44.8K 0.18% 65
2022
Q3 		$601K Buy
2,133
+17
+0.8% +$5.13K 0.18% 65
2022
Q2 		$667K Sell
2,116
-202
-9% -$62.7K 0.19% 64
2022
Q1 		$764K Sell
2,318
-299
-11% -$106K 0.2% 62
2021
Q4 		$994K Sell
2,617
-97
-4% -$37.4K 0.26% 52
2021
Q3 		$1M Buy
2,714
+101
+4% +$37.2K 0.28% 50
2021
Q2 		$951K Sell
2,613
-3
-0.1% -$1.01K 0.27% 51
2021
Q1 		$866K Sell
2,616
-48
-2% -$15.3K 0.28% 52
2020
Q4 		$886K Buy
2,664
+8
+0.3% +$2.35K 0.3% 49
2020
Q3 		$717K Sell
2,656
-15
-0.6% -$4.07K 0.29% 49
2020
Q2 		$722K Buy
2,671
+416
+18% +$93.2K 0.29% 51
2020
Q1 		$476K Buy
2,255
+606
+37% +$128K 0.24% 58
2019
Q4 		$364K Buy
1,649
+1
+0.1% +$200 0.16% 75
2019
Q3 		$337K Buy
+1,648
New +$312K 0.16% 76

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

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

Physician Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 2.3% in Q2 2026, selling an estimated $76.4K and leaving 4,631 shares worth $3.41M. The position accounts for 0.41% of the portfolio, ranked #39.

Physician Wealth Advisors first reported a position in QQQ in Q3 2019 and has held it in 28 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Physician Wealth Advisors held 4,631 shares of Invesco QQQ Trust worth $3.41M as of Q2 2026.
  • Physician Wealth Advisors sold 111 Invesco QQQ Trust shares in Q2 2026, an estimated $76.4K.
  • Invesco QQQ Trust made up 0.41% of Physician Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Physician Wealth Advisors first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 28 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.