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Sound View Wealth Advisors Group’s Invesco QQQ Trust QQQ Stock Holding History

Sound View Wealth Advisors Group’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 		$20.6M Sell
28,000
-278
-1% -$191K 1.28% 19
2026
Q1 		$16.3M Sell
28,278
-102
-0.4% -$62K 1.11% 23
2025
Q4 		$17.4M Sell
28,380
-1,605
-5% -$985K 1.17% 22
2025
Q3 		$18M Sell
29,985
-165
-0.5% -$94.5K 1.24% 21
2025
Q2 		$16.6M Sell
30,150
-203
-0.7% -$101K 1.23% 21
2025
Q1 		$14.2M Sell
30,353
-566
-2% -$288K 1.17% 22
2024
Q4 		$15.8M Buy
30,919
+133
+0.4% +$67.3K 1.27% 19
2024
Q3 		$15M Buy
30,786
+6,439
+26% +$3.05M 1.23% 20
2024
Q2 		$11.7M Sell
24,347
-268
-1% -$121K 1.2% 19
2024
Q1 		$10.9M Sell
24,615
-2,957
-11% -$1.27M 1.17% 22
2023
Q4 		$11.3M Buy
27,572
+1,550
+6% +$588K 1.25% 18
2023
Q3 		$9.32M Buy
26,022
+4,092
+19% +$1.52M 1.16% 19
2023
Q2 		$8.1M Buy
21,930
+1,091
+5% +$367K 1.06% 23
2023
Q1 		$6.69M Sell
20,839
-6,733
-24% -$1.99M 0.92% 26
2022
Q4 		$11.3M Buy
27,572
+13,090
+90% +$3.62M 1.25% 18
2022
Q3 		$3.87M Buy
14,482
+225
+2% +$67.9K 0.87% 33
2022
Q2 		$4M Buy
14,257
+1,571
+12% +$488K 0.84% 35
2022
Q1 		$4.6M Sell
12,686
-55
-0.4% -$19.5K 0.87% 35
2021
Q4 		$5.07M Sell
12,741
-41
-0.3% -$15.8K 0.96% 31
2021
Q3 		$4.58M Buy
12,782
+231
+2% +$85.1K 0.96% 31
2021
Q2 		$4.45M Sell
12,551
-1,998
-14% -$672K 0.93% 33
2021
Q1 		$4.64M Sell
14,549
-2,931
-17% -$937K 1.08% 25
2020
Q4 		$5.48M Buy
17,480
+735
+4% +$216K 1.34% 18
2020
Q3 		$4.65M Sell
16,745
-79
-0.5% -$21.4K 1.23% 21
2020
Q2 		$4.17M Buy
16,824
+9,649
+134% +$2.16M 1.17% 25
2020
Q1 		$1.37M Buy
7,175
+290
+4% +$61.4K 0.47% 65
2019
Q4 		$1.46M Buy
6,885
+1,359
+25% +$272K 0.41% 73
2019
Q3 		$1.04M Buy
5,526
+1,089
+25% +$206K 0.31% 91
2019
Q2 		$829K Buy
+4,437
New +$817K 0.25% 103

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sound View Wealth Advisors Group's QQQ Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Invesco QQQ Trust (QQQ) stake by 0.98% in Q2 2026, selling an estimated $191K and leaving 28,000 shares worth $20.6M. The position accounts for 1.28% of the portfolio, ranked #19.

Sound View Wealth Advisors Group first reported a position in QQQ in Q2 2019 and has held it in 29 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Sound View Wealth Advisors Group held 28,000 shares of Invesco QQQ Trust worth $20.6M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 278 Invesco QQQ Trust shares in Q2 2026, an estimated $191K.
  • Invesco QQQ Trust made up 1.28% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #19 holding.
  • Sound View Wealth Advisors Group first reported a position in Invesco QQQ Trust in Q2 2019 and has held it in 29 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.