Prevail Innovative Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Prevail Innovative 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	$1.7M	Buy	2,304 +65	+3%	+$44.7K	0.25%	102
2026 Q1	$1.29M	Sell	2,239 -2	-0.1%	-$1.22K	0.22%	120
2025 Q4	$1.38M	Buy	2,241 +1,786	+393%	+$1.1M	0.25%	131
2025 Q3	$273K	Sell	455 -14	-3%	-$8.02K	0.05%	184
2025 Q2	$259K	Sell	469 -14	-3%	-$6.96K	0.06%	180
2025 Q1	$226K	Sell	483 -1	-0.2%	-$508	0.06%	164
2024 Q4	$247K	Buy	484 +20	+4%	+$10.1K	0.07%	145
2024 Q3	$226K	Sell	464 -101	-18%	-$47.8K	0.07%	150
2024 Q2	$271K	Sell	565 -552	-49%	-$248K	0.1%	130
2024 Q1	$496K	Buy	+1,117	New	+$479K	0.18%	126

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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 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

Prevail Innovative Wealth Advisors's QQQ Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.9% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,304 shares worth $1.7M. The position accounts for 0.25% of the portfolio, ranked #102.

Prevail Innovative Wealth Advisors first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Prevail Innovative Wealth Advisors held 2,304 shares of Invesco QQQ Trust worth $1.7M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 65 Invesco QQQ Trust shares in Q2 2026, an estimated $44.7K.
Invesco QQQ Trust made up 0.25% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Prevail Innovative Wealth Advisors first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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