Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History

Wealth Enhancement Advisory Services’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 		$306M Buy
431,181
+1,718
+0.4% +$1.18M 0.51% 33
2026
Q1 		$0 Sell
429,463
-150,388
-26% -$91.4M ﹤0.01% 3817
2025
Q4 		$362M Buy
579,851
+10,321
+2% +$6.33M 0.49% 33
2025
Q3 		$344M Buy
569,530
+29,474
+5% +$16.9M 0.52% 31
2025
Q2 		$300M Buy
540,056
+25,456
+5% +$12.7M 0.5% 33
2025
Q1 		$241M Buy
514,600
+19,716
+4% +$10M 0.46% 38
2024
Q4 		$253M Buy
494,884
+43,529
+10% +$22M 0.48% 36
2024
Q3 		$220M Sell
451,355
-5,760
-1% -$2.73M 0.47% 35
2024
Q2 		$219M Buy
457,115
+61,559
+16% +$27.7M 0.52% 31
2024
Q1 		$176M Buy
395,556
+20,766
+6% +$8.9M 0.45% 38
2023
Q4 		$153M Sell
374,790
-19,879
-5% -$7.55M 0.45% 42
2023
Q3 		$141M Buy
394,669
+386,449
+4,701% +$143M 0.47% 39
2023
Q2 		$3.04M Sell
8,220
-4
-0% -$1.35K 0.03% 164
2023
Q1 		$2.64M Buy
8,224
+7,372
+865% +$2.18M 0.03% 183
2022
Q4 		$247K Sell
852
-109
-11% -$30.1K ﹤0.01% 301
2022
Q3 		$258K Sell
961
-76,375
-99% -$23.1M ﹤0.01% 307
2022
Q2 		$22.8M Buy
77,336
+13,598
+21% +$4.22M 0.32% 54
2022
Q1 		$23.5M Buy
63,738
+9,009
+16% +$3.2M 0.32% 52
2021
Q4 		$19.8M Buy
54,729
+33,554
+158% +$13M 0.28% 53
2021
Q3 		$8.03M Buy
21,175
+20,361
+2,501% +$7.5M 0.12% 86
2021
Q2 		$293K Sell
814
-1
-0.1% -$336 ﹤0.01% 254
2021
Q1 		$270K Buy
+815
New +$261K ﹤0.01% 250
2020
Q3 		– Sell
-817
Closed -$216K – 236
2020
Q2 		$216K Buy
+817
New +$183K 0.01% 206

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

Wealth Enhancement Advisory Services's QQQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco QQQ Trust (QQQ) stake by 0.4% in Q2 2026, buying an estimated $1.18M and bringing the position to 431,181 shares worth $306M. The position accounts for 0.51% of the portfolio, ranked #33.

Wealth Enhancement Advisory Services first reported a position in QQQ in Q2 2020 and has held it in 23 quarters since. The position peaked at $362M in Q4 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 431,181 shares of Invesco QQQ Trust worth $306M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,718 Invesco QQQ Trust shares in Q2 2026, an estimated $1.18M.
  • Invesco QQQ Trust made up 0.51% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #33 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Invesco QQQ Trust position peaked at $362M in Q4 2025.
  • 3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.