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Spartan Wealth Advisory Services LLC’s Invesco QQQ Trust QQQ Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$5.74M Buy
7,799
+1,432
+22% +$985K 0.47% 56
2026
Q1 		$3.67M Buy
+6,367
New +$3.87M 0.32% 73

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's QQQ Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Invesco QQQ Trust (QQQ) stake by 22% in Q2 2026, buying an estimated $985K and bringing the position to 7,799 shares worth $5.74M. The position accounts for 0.47% of the portfolio, ranked #56.

Spartan Wealth Advisory Services LLC first reported a position in QQQ in Q1 2026 and has held it in 2 quarters since. 3,859 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 7,799 shares of Invesco QQQ Trust worth $5.74M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,432 Invesco QQQ Trust shares in Q2 2026, an estimated $985K.
  • Invesco QQQ Trust made up 0.47% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #56 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Invesco QQQ Trust in Q1 2026 and has held it in 2 quarters since.
  • 3,859 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.