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

Wealth Enhancement Trust 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 		$22.8K Buy
31
+9
+41% +$6.19K ﹤0.01% 603
2026
Q1 		$12.7K Hold
22
– – ﹤0.01% 571
2025
Q4 		$13.5K Buy
+22
New +$13.5K ﹤0.01% 544

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Invesco QQQ Trust (QQQ) stake by 41% in Q2 2026, buying an estimated $6.19K and bringing the position to 31 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Wealth Enhancement Trust Services first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,528 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Wealth Enhancement Trust Services held 31 shares of Invesco QQQ Trust worth $22.8K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 9 Invesco QQQ Trust shares in Q2 2026, an estimated $6.19K.
  • Invesco QQQ Trust made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #603 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,528 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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