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

Retirement 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 		$4.66M Sell
6,547
-245
-4% -$169K 0.33% 15
2026
Q1 		$4.17M Buy
6,792
+35
+0.5% +$21.3K 0.34% 16
2025
Q4 		$4.15M Sell
6,757
-201
-3% -$123K 0.33% 16
2025
Q3 		$4.18M Sell
6,958
-45
-0.6% -$25.8K 0.35% 15
2025
Q2 		$3.86M Sell
7,003
-8
-0.1% -$3.98K 0.35% 15
2025
Q1 		$3.29M Sell
7,011
-105
-1% -$53.3K 0.33% 16
2024
Q4 		$3.64M Sell
7,116
-157
-2% -$79.4K 0.38% 16
2024
Q3 		$3.55M Sell
7,273
-335
-4% -$159K 0.39% 15
2024
Q2 		$3.65M Buy
+7,608
New +$3.42M 0.44% 14
2023
Q4 		$3.82M Sell
9,327
-8,739
-48% -$3.32M 0.55% 14
2023
Q3 		$6.47M Sell
18,066
-130
-0.7% -$48.2K 0.59% 14
2023
Q2 		$6.72M Sell
18,196
-4,001
-18% -$1.35M 0.81% 14
2023
Q1 		$7.12M Buy
22,197
+3,043
+16% +$898K 1.27% 13
2022
Q4 		$5.1M Buy
+19,154
New +$5.3M 3.3% 10

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Retirement Investment Advisors reduced its Invesco QQQ Trust (QQQ) stake by 3.6% in Q2 2026, selling an estimated $169K and leaving 6,547 shares worth $4.66M. The position accounts for 0.33% of the portfolio, ranked #15.

Retirement Investment Advisors first reported a position in QQQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.12M in Q1 2023. 897 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Retirement Investment Advisors held 6,547 shares of Invesco QQQ Trust worth $4.66M as of Q2 2026.
  • Retirement Investment Advisors sold 245 Invesco QQQ Trust shares in Q2 2026, an estimated $169K.
  • Invesco QQQ Trust made up 0.33% of Retirement Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Retirement Investment Advisors first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 14 quarters since.
  • Retirement Investment Advisors's Invesco QQQ Trust position peaked at $7.12M in Q1 2023.
  • 897 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.