Visionary Horizons
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Visionary Horizons’s Invesco QQQ Trust QQQ Stock Holding History

Visionary Horizons’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
Q3 		$7.03M Sell
9,496
-77
-0.8% -$55K 2.8% 8
2026
Q2 		$7.05M Sell
9,573
-434
-4% -$299K 2.95% 8
2026
Q1 		$5.78M Buy
10,007
+544
+6% +$330K 2.85% 10
2025
Q4 		$5.81M Buy
9,463
+610
+7% +$374K 3.01% 8
2025
Q3 		$5.32M Sell
8,853
-85
-1% -$48.7K 2.97% 8
2025
Q2 		$4.93M Sell
8,938
-1,211
-12% -$602K 3.12% 8
2025
Q1 		$4.76M Sell
10,149
-351
-3% -$178K 3.35% 7
2024
Q4 		$5.37M Buy
10,500
+288
+3% +$146K 3.52% 7
2024
Q3 		$4.98M Buy
10,212
+751
+8% +$355K 3.33% 7
2024
Q2 		$4.53M Buy
9,461
+687
+8% +$309K 3.32% 8
2024
Q1 		$3.85M Buy
8,774
+416
+5% +$178K 2.99% 8
2023
Q4 		$3.42M Buy
+8,358
New +$3.17M 2.78% 9

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Visionary Horizons's QQQ Position: Q3 2026 in Review

Visionary Horizons reduced its Invesco QQQ Trust (QQQ) stake by 0.8% in Q3 2026, selling an estimated $55K and leaving 9,496 shares worth $7.03M. The position accounts for 2.8% of the portfolio, ranked #8.

Visionary Horizons first reported a position in QQQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.05M in Q2 2026. 1,980 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Visionary Horizons held 9,496 shares of Invesco QQQ Trust worth $7.03M as of Q3 2026.
  • Visionary Horizons sold 77 Invesco QQQ Trust shares in Q3 2026, an estimated $55K.
  • Invesco QQQ Trust made up 2.8% of Visionary Horizons's portfolio in Q3 2026, its #8 holding.
  • Visionary Horizons first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 12 quarters since.
  • Visionary Horizons's Invesco QQQ Trust position peaked at $7.05M in Q2 2026.
  • 1,980 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.