Wingate Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Wingate Wealth 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	$376K	Buy	511 +34	+7%	+$23.4K	0.17%	88
2026 Q1	$275K	Sell	477 -144	-23%	-$87.5K	0.15%	104
2025 Q4	$382K	Buy	621 +36	+6%	+$22.1K	0.21%	80
2025 Q3	$351K	Buy	585 +109	+23%	+$62.4K	0.24%	83
2025 Q2	$262K	Sell	476 -267	-36%	-$133K	0.23%	88
2025 Q1	$348K	Buy	743 +281	+61%	+$143K	0.4%	67
2024 Q4	$236K	Buy	+462	New	+$234K	0.23%	86

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wingate Wealth Advisors's QQQ Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco QQQ Trust (QQQ) stake by 7.1% in Q2 2026, buying an estimated $23.4K and bringing the position to 511 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #88.

Wingate Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $382K in Q4 2025. 3,998 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Wingate Wealth Advisors held 511 shares of Invesco QQQ Trust worth $376K as of Q2 2026.
Wingate Wealth Advisors bought 34 Invesco QQQ Trust shares in Q2 2026, an estimated $23.4K.
Invesco QQQ Trust made up 0.17% of Wingate Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Wingate Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's Invesco QQQ Trust position peaked at $382K in Q4 2025.
3,998 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.