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Visionary Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Visionary Wealth 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 		$6.72M Buy
9,119
+38
+0.4% +$26.1K 0.27% 98
2026
Q1 		$5.24M Buy
9,081
+492
+6% +$299K 0.23% 107
2025
Q4 		$5.28M Sell
8,589
-645
-7% -$396K 0.24% 110
2025
Q3 		$5.54M Sell
9,234
-1,670
-15% -$956K 0.26% 98
2025
Q2 		$6.02M Buy
10,904
+995
+10% +$495K 0.31% 87
2025
Q1 		$4.65M Sell
9,909
-251
-2% -$128K 0.28% 94
2024
Q4 		$5.19M Buy
10,160
+866
+9% +$438K 0.3% 90
2024
Q3 		$4.54M Sell
9,294
-762
-8% -$361K 0.28% 94
2024
Q2 		$4.82M Buy
10,056
+888
+10% +$399K 0.32% 85
2024
Q1 		$4.07M Sell
9,168
-148
-2% -$63.5K 0.27% 98
2023
Q4 		$3.82M Buy
9,316
+556
+6% +$211K 0.28% 101
2023
Q3 		$3.14M Buy
8,760
+64
+0.7% +$23.7K 0.25% 105
2023
Q2 		$3.21M Buy
8,696
+1,972
+29% +$664K 0.26% 104
2023
Q1 		$2.16M Sell
6,724
-883
-12% -$261K 0.18% 123
2022
Q4 		$2.03M Buy
7,607
+74
+1% +$20.5K 0.19% 118
2022
Q3 		$2.01M Sell
7,533
-702
-9% -$212K 0.21% 108
2022
Q2 		$2.31M Sell
8,235
-2,175
-21% -$675K 0.21% 111
2022
Q1 		$3.77M Buy
10,410
+16
+0.2% +$5.68K 0.3% 89
2021
Q4 		$4.13M Buy
10,394
+365
+4% +$141K 0.34% 78
2021
Q3 		$3.59M Buy
10,029
+1,254
+14% +$462K 0.37% 75
2021
Q2 		$3.11M Buy
8,775
+367
+4% +$123K 0.31% 78
2021
Q1 		$2.68M Buy
8,408
+227
+3% +$72.6K 0.28% 92
2020
Q4 		$2.57M Buy
8,181
+44
+0.5% +$12.9K 0.29% 85
2020
Q3 		$2.26M Buy
8,137
+619
+8% +$168K 0.32% 78
2020
Q2 		$1.86M Buy
7,518
+586
+8% +$131K 0.28% 89
2020
Q1 		$1.32M Sell
6,932
-628
-8% -$133K 0.25% 93
2019
Q4 		$1.61M Buy
+7,560
New +$1.51M 0.29% 78

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Visionary Wealth Advisors's QQQ Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.42% in Q2 2026, buying an estimated $26.1K and bringing the position to 9,119 shares worth $6.72M. The position accounts for 0.27% of the portfolio, ranked #98.

Visionary Wealth Advisors first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Visionary Wealth Advisors held 9,119 shares of Invesco QQQ Trust worth $6.72M as of Q2 2026.
  • Visionary Wealth Advisors bought 38 Invesco QQQ Trust shares in Q2 2026, an estimated $26.1K.
  • Invesco QQQ Trust made up 0.27% of Visionary Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Visionary Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.