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Total Clarity Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Total Clarity Wealth Management’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 		$4.36K Buy
+1,500
New +$1.03M ﹤0.01% 367
2021
Q4 		– Sell
-3,000
Closed -$2K – 1046
2021
Q3 		$2K Buy
+3,000
New +$1.1M ﹤0.01% 930

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
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Total Clarity Wealth Management's QQQ Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Invesco QQQ Trust (QQQ) stake by 12% in Q2 2026, selling an estimated $360K and leaving 3,666 shares worth $2.7M. The position accounts for 0.52% of the portfolio, ranked #49.

Total Clarity Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.92M in Q3 2025. 1,995 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Total Clarity Wealth Management held 3,666 shares of Invesco QQQ Trust worth $2.7M as of Q2 2026.
  • Total Clarity Wealth Management sold 523 Invesco QQQ Trust shares in Q2 2026, an estimated $360K.
  • Invesco QQQ Trust made up 0.52% of Total Clarity Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Total Clarity Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • Total Clarity Wealth Management's Invesco QQQ Trust position peaked at $2.92M in Q3 2025.
  • 1,995 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.