Wealthstar Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Wealthstar Advisors’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	$521K	Buy	708 +5	+0.7%	+$3.44K	0.15%	89
2026 Q1	$406K	Sell	703 -65	-8%	-$39.5K	0.19%	93
2025 Q4	$472K	Sell	768 -14	-2%	-$8.59K	0.21%	88
2025 Q3	$470K	Sell	782 -23	-3%	-$13.2K	0.19%	99
2025 Q2	$444K	Sell	805 -13	-2%	-$6.46K	0.17%	103
2025 Q1	$384K	Sell	818 -48	-6%	-$24.4K	0.18%	106
2024 Q4	$443K	Buy	+866	New	+$438K	0.19%	93
2024 Q2	$13M	Buy	27,103 +26,269	+3,150%	+$11.8M	10.53%	4
2024 Q1	$370K	Buy	834 +20	+2%	+$8.57K	0.13%	96
2023 Q4	$333K	Buy	814 +23	+3%	+$8.73K	0.05%	95
2023 Q3	$283K	Buy	791 +66	+9%	+$24.5K	0.11%	82
2023 Q2	$268K	Buy	725 +78	+12%	+$26.3K	0.11%	65
2023 Q1	$208K	Buy	+647	New	+$191K	0.08%	88
2022 Q1	–	Sell	-513	Closed	-$205K	–	102
2021 Q4	$205K	Sell	513 -12,234	-96%	-$4.72M	0.07%	82
2021 Q3	$4.57M	Buy	12,747 +11,408	+852%	+$4.2M	1.38%	14
2021 Q2	$475K	Buy	+1,339	New	+$450K	0.15%	58
2020 Q1	$359K	Sell	1,884 -31	-2%	-$6.56K	0.25%	34
2019 Q4	$409K	Hold	1,915	–	–	0.25%	35
2019 Q3	$364K	Sell	1,915 -700	-27%	-$133K	0.2%	37
2019 Q2	$489K	Hold	2,615	–	–	0.29%	26
2019 Q1	$472K	Hold	2,615	–	–	0.29%	26
2018 Q4	$404K	Buy	2,615 +51	+2%	+$8.53K	0.3%	27
2018 Q3	$477K	Buy	2,564 +27	+1%	+$4.88K	0.28%	30
2018 Q2	$460K	Buy	+2,537	New	+$425K	0.14%	30

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

Wealthstar Advisors's QQQ Position: Q2 2026 in Review

Wealthstar Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.71% in Q2 2026, buying an estimated $3.44K and bringing the position to 708 shares worth $521K. The position accounts for 0.15% of the portfolio, ranked #89.

Wealthstar Advisors first reported a position in QQQ in Q2 2018 and has held it in 24 quarters since. The position peaked at $13M in Q2 2024. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Wealthstar Advisors held 708 shares of Invesco QQQ Trust worth $521K as of Q2 2026.
Wealthstar Advisors bought 5 Invesco QQQ Trust shares in Q2 2026, an estimated $3.44K.
Invesco QQQ Trust made up 0.15% of Wealthstar Advisors's portfolio in Q2 2026, its #89 holding.
Wealthstar Advisors first reported a position in Invesco QQQ Trust in Q2 2018 and has held it in 24 quarters since.
Wealthstar Advisors's Invesco QQQ Trust position peaked at $13M in Q2 2024.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.