SPIA
QQQ icon

Strategic Point Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Strategic Point 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 		$478K Buy
649
+21
+3% +$14.4K 0.06% 28
2026
Q1 		$362K Sell
628
-11
-2% -$6.68K 0.05% 27
2025
Q4 		$393K Sell
639
-3
-0.5% -$1.84K 0.05% 29
2025
Q3 		$385K Buy
642
+47
+8% +$26.9K 0.06% 29
2025
Q2 		$328K Buy
595
+5
+0.8% +$2.49K 0.05% 29
2025
Q1 		$277K Sell
590
-13
-2% -$6.61K 0.05% 29
2024
Q4 		$308K Sell
603
-9
-1% -$4.55K 0.05% 29
2024
Q3 		$299K Buy
612
+26
+4% +$12.3K 0.05% 30
2024
Q2 		$281K Buy
586
+70
+14% +$31.5K 0.05% 30
2024
Q1 		$229K Buy
516
+12
+2% +$5.14K 0.04% 32
2023
Q4 		$206K Buy
+504
New +$191K 0.04% 33
2023
Q3 		– Sell
-562
Closed -$208K – 35
2023
Q2 		$208K Buy
+562
New +$189K 0.04% 34
2022
Q2 		– Sell
-576
Closed -$209K – 31
2022
Q1 		$209K Buy
+576
New +$205K 0.05% 29

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Strategic Point Investment Advisors's QQQ Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 3.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 649 shares worth $478K. The position accounts for 0.06% of the portfolio, ranked #28.

Strategic Point Investment Advisors first reported a position in QQQ in Q1 2022 and has held it in 13 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Strategic Point Investment Advisors held 649 shares of Invesco QQQ Trust worth $478K as of Q2 2026.
  • Strategic Point Investment Advisors bought 21 Invesco QQQ Trust shares in Q2 2026, an estimated $14.4K.
  • Invesco QQQ Trust made up 0.06% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Strategic Point Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 13 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.