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Udine Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Udine 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 		$479K Hold
651
– – 0.2% 40
2026
Q1 		$376K Buy
+651
New +$395K 0.18% 35
2025
Q4 		– Sell
-600
Closed -$360K – 43
2025
Q3 		$360K Buy
600
+128
+27% +$73.3K 0.17% 36
2025
Q2 		$260K Buy
+472
New +$235K 0.14% 35
2022
Q4 		– Sell
-20
Closed -$5K – 18
2022
Q3 		$5K Buy
+20
New +$6.04K 0.01% 18

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

Udine Wealth Management's QQQ Position: Q2 2026 in Review

Udine Wealth Management held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 651 shares worth $479K. The position accounts for 0.2% of the portfolio, ranked #40.

Udine Wealth Management first reported a position in QQQ in Q3 2022 and has held it in 5 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Udine Wealth Management held 651 shares of Invesco QQQ Trust worth $479K as of Q2 2026.
  • Udine Wealth Management left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.2% of Udine Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Udine Wealth Management first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 5 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.