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Schwarz Dygos Wheeler Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Schwarz Dygos Wheeler 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
2023
Q3 		– Sell
-10,000
Closed -$3.69M – 144
2023
Q2 		$3.69M Buy
+10,000
New +$3.37M 1.22% 18

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Schwarz Dygos Wheeler Investment Advisors's QQQ Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 33% in Q2 2026, buying an estimated $124K and bringing the position to 725 shares worth $534K. The position accounts for 0.1% of the portfolio, ranked #108.

Schwarz Dygos Wheeler Investment Advisors first reported a position in QQQ in Q2 2021 and has held it in 14 quarters since. 3,322 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 725 shares of Invesco QQQ Trust worth $534K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 180 Invesco QQQ Trust shares in Q2 2026, an estimated $124K.
  • Invesco QQQ Trust made up 0.1% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 14 quarters since.
  • 3,322 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.