Wealthcare Capital Partners’s Invesco QQQ Trust QQQ Stock Holding History

Wealthcare Capital Partners’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	$1.91M	Buy	2,596 +1,709	+193%	+$1.18M	0.79%	25
2026 Q1	$512K	Hold	887	–	–	0.24%	85
2025 Q4	$545K	Sell	887 -23	-3%	-$14.1K	0.26%	78
2025 Q3	$546K	Sell	910 -107	-11%	-$61.3K	0.25%	72
2025 Q2	$561K	Sell	1,017 -71	-7%	-$35.3K	0.28%	62
2025 Q1	$510K	Buy	1,088 +218	+25%	+$111K	0.26%	63
2024 Q4	$445K	Buy	+870	New	+$440K	0.23%	67

Other funds holding QQQ

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

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Wealthcare Capital Partners's QQQ Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Invesco QQQ Trust (QQQ) stake by 193% in Q2 2026, buying an estimated $1.18M and bringing the position to 2,596 shares worth $1.91M. The position accounts for 0.79% of the portfolio, ranked #25.

Wealthcare Capital Partners first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Wealthcare Capital Partners held 2,596 shares of Invesco QQQ Trust worth $1.91M as of Q2 2026.
Wealthcare Capital Partners bought 1,709 Invesco QQQ Trust shares in Q2 2026, an estimated $1.18M.
Invesco QQQ Trust made up 0.79% of Wealthcare Capital Partners's portfolio in Q2 2026, its #25 holding.
Wealthcare Capital Partners first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.