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

Powell 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
2026
Q2 		$23.6M Buy
32,024
+555
+2% +$382K 7.45% 5
2026
Q1 		$18.2M Sell
31,469
-95
-0.3% -$57.7K 6.26% 5
2025
Q4 		$19.4M Buy
31,564
+475
+2% +$291K 6.68% 5
2025
Q3 		$18.7M Buy
31,089
+62
+0.2% +$35.5K 6.53% 5
2025
Q2 		$17.1M Buy
31,027
+6,464
+26% +$3.21M 6.43% 5
2025
Q1 		$11.5M Buy
24,563
+2,863
+13% +$1.45M 5.66% 6
2024
Q4 		$11.1M Buy
21,700
+85
+0.4% +$43K 5.14% 6
2024
Q3 		$10.6M Buy
21,615
+1,484
+7% +$702K 4.93% 6
2024
Q2 		$9.66M Sell
20,131
-524
-3% -$236K 5% 6
2024
Q1 		$9.18M Buy
20,655
+229
+1% +$98.2K 4.85% 6
2023
Q4 		$8.37M Buy
20,426
+421
+2% +$160K 4.63% 6
2023
Q3 		$7.18M Sell
20,005
-26
-0.1% -$9.64K 4.31% 6
2023
Q2 		$7.41M Sell
20,031
-4,714
-19% -$1.59M 4.33% 6
2023
Q1 		$7.95M Buy
24,745
+371
+2% +$109K 4.43% 6
2022
Q4 		$6.49M Buy
24,374
+209
+0.9% +$57.8K 3.77% 8
2022
Q3 		$6.47M Sell
24,165
-309
-1% -$93.3K 4.24% 6
2022
Q2 		$6.87M Buy
24,474
+6,130
+33% +$1.9M 4.17% 6
2022
Q1 		$6.66M Buy
18,344
+641
+4% +$228K 3.87% 7
2021
Q4 		$7.04M Buy
17,703
+333
+2% +$129K 4% 7
2021
Q3 		$6.22M Sell
17,370
-481
-3% -$177K 3.84% 8
2021
Q2 		$6.33M Buy
17,851
+239
+1% +$80.4K 3.89% 8
2021
Q1 		$5.63M Buy
17,612
+1,538
+10% +$492K 3.68% 9
2020
Q4 		$5.04M Buy
16,074
+2,250
+16% +$661K 3.84% 9
2020
Q3 		$3.85M Buy
13,824
+6,743
+95% +$1.83M 3.3% 9
2020
Q2 		$1.75M Sell
7,081
-12,147
-63% -$2.72M 1.7% 12
2020
Q1 		$3.66M Buy
+19,228
New +$4.07M 4.43% 9

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Powell Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 1.8% in Q2 2026, buying an estimated $382K and bringing the position to 32,024 shares worth $23.6M. The position accounts for 7.45% of the portfolio, ranked #5.

Powell Investment Advisors first reported a position in QQQ in Q1 2020 and has held it in 26 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Powell Investment Advisors held 32,024 shares of Invesco QQQ Trust worth $23.6M as of Q2 2026.
  • Powell Investment Advisors bought 555 Invesco QQQ Trust shares in Q2 2026, an estimated $382K.
  • Invesco QQQ Trust made up 7.45% of Powell Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Powell Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 26 quarters since.
  • 4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.