Wealthfront Advisers
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Wealthfront Advisers’s Invesco QQQ Trust QQQ Stock Holding History

Wealthfront Advisers’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 		$135M Buy
183,041
+2,779
+2% +$1.91M 0.26% 44
2026
Q1 		$104M Sell
180,262
-4,494
-2% -$2.73M 0.23% 48
2025
Q4 		$113M Sell
184,756
-42,109
-19% -$25.8M 0.25% 46
2025
Q3 		$136M Buy
226,865
+19,483
+9% +$11.2M 0.32% 37
2025
Q2 		$114M Buy
207,382
+20,637
+11% +$10.3M 0.29% 37
2025
Q1 		$87.6M Buy
186,745
+13,929
+8% +$7.08M 0.24% 44
2024
Q4 		$88.3M Buy
172,816
+19,351
+13% +$9.79M 0.26% 42
2024
Q3 		$74.9M Buy
153,465
+9,778
+7% +$4.63M 0.23% 42
2024
Q2 		$68.8M Buy
143,687
+9,234
+7% +$4.15M 0.23% 42
2024
Q1 		$59.7M Buy
134,453
+36,229
+37% +$15.5M 0.21% 42
2023
Q4 		$40.2M Buy
98,224
+9,229
+10% +$3.5M 0.15% 48
2023
Q3 		$31.9M Buy
88,995
+12,102
+16% +$4.49M 0.14% 55
2023
Q2 		$28.4M Buy
76,893
+16,666
+28% +$5.61M 0.12% 56
2023
Q1 		$19.3M Buy
60,227
+8,065
+15% +$2.38M 0.09% 61
2022
Q4 		$13.9M Buy
52,162
+720
+1% +$199K 0.07% 79
2022
Q3 		$13.7M Buy
51,442
+8,556
+20% +$2.58M 0.07% 72
2022
Q2 		$12M Buy
42,886
+5,231
+14% +$1.62M 0.06% 77
2022
Q1 		$13.7M Buy
37,655
+13,824
+58% +$4.91M 0.06% 73
2021
Q4 		$9.48M Buy
23,831
+1,105
+5% +$427K 0.04% 104
2021
Q3 		$8.13M Buy
22,726
+9,218
+68% +$3.39M 0.04% 107
2021
Q2 		$4.79M Buy
13,508
+10,962
+431% +$3.69M 0.02% 143
2021
Q1 		$813K Sell
2,546
-994
-28% -$318K ﹤0.01% 405
2020
Q4 		$1.11M Sell
3,540
-552
-13% -$162K 0.01% 345
2020
Q3 		$1.14M Buy
4,092
+304
+8% +$82.4K 0.01% 300
2020
Q2 		$938K Sell
3,788
-163
-4% -$36.5K 0.01% 326
2020
Q1 		$752K Sell
3,951
-890
-18% -$188K 0.01% 330
2019
Q4 		$1.03M Sell
4,841
-831
-15% -$166K 0.01% 314
2019
Q3 		$1.07M Buy
5,672
+80
+1% +$15.2K 0.01% 280
2019
Q2 		$1.04M Sell
5,592
-292
-5% -$53.7K 0.01% 266
2019
Q1 		$1.06M Sell
5,884
-671
-10% -$114K 0.01% 249
2018
Q4 		$1.01M Buy
+6,555
New +$1.1M 0.01% 243

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

Wealthfront Advisers's QQQ Position: Q2 2026 in Review

Wealthfront Advisers increased its Invesco QQQ Trust (QQQ) stake by 1.5% in Q2 2026, buying an estimated $1.91M and bringing the position to 183,041 shares worth $135M. The position accounts for 0.26% of the portfolio, ranked #44.

Wealthfront Advisers first reported a position in QQQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $136M in Q3 2025. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Wealthfront Advisers held 183,041 shares of Invesco QQQ Trust worth $135M as of Q2 2026.
  • Wealthfront Advisers bought 2,779 Invesco QQQ Trust shares in Q2 2026, an estimated $1.91M.
  • Invesco QQQ Trust made up 0.26% of Wealthfront Advisers's portfolio in Q2 2026, its #44 holding.
  • Wealthfront Advisers first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 31 quarters since.
  • Wealthfront Advisers's Invesco QQQ Trust position peaked at $136M in Q3 2025.
  • 3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.