Proactive Wealth Strategies
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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
Q3 		$12.9M Buy
17,399
+126
+0.7% +$90K 1.99% 8
2026
Q2 		$12.7M Buy
17,273
+360
+2% +$248K 2.04% 7
2026
Q1 		$9.8M 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 $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Proactive Wealth Strategies's QQQ Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Invesco QQQ Trust (QQQ) stake by 0.73% in Q3 2026, buying an estimated $90K and bringing the position to 17,399 shares worth $12.9M. The position accounts for 1.99% of the portfolio, ranked #8.

Proactive Wealth Strategies first reported a position in QQQ in Q3 2024 and has held it in 9 quarters since. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Proactive Wealth Strategies held 17,399 shares of Invesco QQQ Trust worth $12.9M as of Q3 2026.
  • Proactive Wealth Strategies bought 126 Invesco QQQ Trust shares in Q3 2026, an estimated $90K.
  • Invesco QQQ Trust made up 1.99% of Proactive Wealth Strategies's portfolio in Q3 2026, its #8 holding.
  • Proactive Wealth Strategies first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 9 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.