PWS
QQQ icon

Proactive Wealth Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Proactive Wealth Strategies’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 		$12.7M Buy
17,273
+360
+2% +$248K 2.04% 7
2026
Q1 		$9.77M Buy
16,913
+9,484
+128% +$5.76M 1.84% 10
2025
Q4 		$4.56M Buy
7,429
+899
+14% +$552K 1.81% 13
2025
Q3 		$3.92M Buy
6,530
+477
+8% +$273K 1.69% 14
2025
Q2 		$3.34M Buy
6,053
+1,181
+24% +$587K 1.58% 16
2025
Q1 		$2.28M Buy
4,872
+2,017
+71% +$1.02M 1.22% 30
2024
Q4 		$1.46M Buy
2,855
+697
+32% +$353K 0.76% 43
2024
Q3 		$1.05M Buy
+2,158
New +$1.02M 0.58% 52

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Proactive Wealth Strategies's QQQ Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Invesco QQQ Trust (QQQ) stake by 2.1% in Q2 2026, buying an estimated $248K and bringing the position to 17,273 shares worth $12.7M. The position accounts for 2.04% of the portfolio, ranked #7.

Proactive Wealth Strategies first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. 2,974 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Proactive Wealth Strategies held 17,273 shares of Invesco QQQ Trust worth $12.7M as of Q2 2026.
  • Proactive Wealth Strategies bought 360 Invesco QQQ Trust shares in Q2 2026, an estimated $248K.
  • Invesco QQQ Trust made up 2.04% of Proactive Wealth Strategies's portfolio in Q2 2026, its #7 holding.
  • Proactive Wealth Strategies first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.