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 		$17.6M Buy
24,800
+5,300
+27% +$3.65M 0.03% 479
2026
Q1 		$246M Buy
+19,500
New +$11.8M 0.5% 30
2025
Q4 		– Sell
-31,614
Closed -$198K – 3772
2025
Q3 		$198K Buy
31,614
+21,614
+216% +$12.4M ﹤0.01% 3150
2025
Q2 		$23.9K Buy
10,000
+600
+6% +$298K ﹤0.01% 3286
2025
Q1 		$288K Buy
+9,400
New +$4.78M ﹤0.01% 2477
2024
Q4 		– Sell
-18,400
Closed -$74.2K – 3082
2024
Q3 		$74.2K Buy
18,400
+16,900
+1,127% +$8M ﹤0.01% 2591
2024
Q2 		$3.48K Buy
1,500
+1,000
+200% +$450K ﹤0.01% 2558
2024
Q1 		$3.49K Hold
500
– – ﹤0.01% 2442
2023
Q4 		$7.06K Sell
500
-4,700
-90% -$1.78M ﹤0.01% 2296
2023
Q3 		$3.92K Buy
+5,200
New +$1.93M ﹤0.01% 2229

Other funds holding QQQ

CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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. 1,470 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.
  • 1,470 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.