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Sarver Vrooman Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Sarver Vrooman 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
Q3 		– Sell
-7
Closed -$5.09K – 148
2026
Q2 		$5.09K Buy
+7
New +$4.82K ﹤0.01% 125

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's QQQ Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors sold out of Invesco QQQ Trust (QQQ) in Q3 2026, closing a stake of 7 shares — an estimated $5.09K sold.

Sarver Vrooman Wealth Advisors first reported a position in QQQ in Q2 2026 and held it in 1 quarter. The position peaked at $5.09K in Q2 2026. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Sarver Vrooman Wealth Advisors reported no remaining Invesco QQQ Trust position as of Q3 2026 after selling out during the quarter.
  • Sarver Vrooman Wealth Advisors sold 7 Invesco QQQ Trust shares in Q3 2026, an estimated $5.09K.
  • Sarver Vrooman Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2026 and held it in 1 quarter.
  • Sarver Vrooman Wealth Advisors's Invesco QQQ Trust position peaked at $5.09K in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.