Wealth Advisors of Iowa’s Invesco QQQ Trust QQQ Stock Holding History

Wealth Advisors of Iowa’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	$1.3M	Buy	1,759 +197	+13%	+$136K	0.35%	37
2026 Q1	$902K	Buy	1,562 +200	+15%	+$122K	0.28%	40
2025 Q4	$836K	Buy	1,362 +522	+62%	+$320K	0.27%	44
2025 Q3	$504K	Hold	840	–	–	0.17%	50
2025 Q2	$463K	Buy	+840	New	+$418K	0.17%	46
2022 Q3	–	Sell	-576	Closed	-$209K	–	64
2022 Q2	$209K	Hold	576	–	–	0.04%	67
2022 Q1	$209K	Hold	576	–	–	0.1%	59
2021 Q4	$229K	Buy	576 +2	+0.3%	+$772	0.13%	52
2021 Q3	$206K	Sell	574 -45	-7%	-$16.6K	0.11%	54
2021 Q2	$219K	Buy	+619	New	+$208K	0.11%	51
2021 Q1	–	Sell	-26,909	Closed	-$8.44M	–	55
2020 Q4	$8.44M	Buy	+26,909	New	+$7.9M	5.23%	7
2020 Q3	–	Sell	-62,512	Closed	-$15.5M	–	34
2020 Q2	$15.5M	Buy	62,512 +2,304	+4%	+$516K	11.66%	3
2020 Q1	$11.5M	Buy	+60,208	New	+$12.7M	9.08%	3

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wealth Advisors of Iowa's QQQ Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Invesco QQQ Trust (QQQ) stake by 13% in Q2 2026, buying an estimated $136K and bringing the position to 1,759 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #37.

Wealth Advisors of Iowa first reported a position in QQQ in Q1 2020 and has held it in 13 quarters since. The position peaked at $15.5M in Q2 2020. 2,337 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Wealth Advisors of Iowa held 1,759 shares of Invesco QQQ Trust worth $1.3M as of Q2 2026.
Wealth Advisors of Iowa bought 197 Invesco QQQ Trust shares in Q2 2026, an estimated $136K.
Invesco QQQ Trust made up 0.35% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #37 holding.
Wealth Advisors of Iowa first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 13 quarters since.
Wealth Advisors of Iowa's Invesco QQQ Trust position peaked at $15.5M in Q2 2020.
2,337 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.