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Wilkins Miller Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Wilkins Miller Wealth Management’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 		$1.69M Buy
2,295
+370
+19% +$255K 0.93% 31
2026
Q1 		$1.11M Sell
1,925
-29
-1% -$17.6K 0.67% 39
2025
Q4 		$1.2M Sell
1,954
-56
-3% -$34.4K 0.72% 35
2025
Q3 		$1.21M Buy
2,010
+1
+0% +$573 0.75% 37
2025
Q2 		$1.11M Buy
2,009
+18
+0.9% +$8.95K 0.75% 37
2025
Q1 		$934K Hold
1,991
– – 0.7% 38
2024
Q4 		$1.02M Buy
+1,991
New +$1.01M 1.07% 23

Other funds holding QQQ

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

Wilkins Miller Wealth Management's QQQ Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 19% in Q2 2026, buying an estimated $255K and bringing the position to 2,295 shares worth $1.69M. The position accounts for 0.93% of the portfolio, ranked #31.

Wilkins Miller Wealth Management first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,185 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Wilkins Miller Wealth Management held 2,295 shares of Invesco QQQ Trust worth $1.69M as of Q2 2026.
  • Wilkins Miller Wealth Management bought 370 Invesco QQQ Trust shares in Q2 2026, an estimated $255K.
  • Invesco QQQ Trust made up 0.93% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Wilkins Miller Wealth Management first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.