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

Wisconsin 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 		$5.07M Sell
6,887
-48
-0.7% -$33K 4.35% 1
2026
Q1 		$4M Buy
6,935
+109
+2% +$66.2K 3.94% 3
2025
Q4 		$4.19M Sell
6,826
-1,062
-13% -$652K 4.11% 1
2025
Q3 		$4.74M Buy
7,888
+1,141
+17% +$653K 4.51% 1
2025
Q2 		$3.72M Buy
6,747
+1,179
+21% +$586K 4.28% 3
2025
Q1 		$2.61M Buy
5,568
+203
+4% +$103K 3.75% 5
2024
Q4 		$2.74M Buy
+5,365
New +$2.71M 4.04% 5

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Wisconsin Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.69% in Q2 2026, selling an estimated $33K and leaving 6,887 shares worth $5.07M. The position accounts for 4.35% of the portfolio, ranked #1.

Wisconsin Wealth Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,027 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Wisconsin Wealth Advisors held 6,887 shares of Invesco QQQ Trust worth $5.07M as of Q2 2026.
  • Wisconsin Wealth Advisors sold 48 Invesco QQQ Trust shares in Q2 2026, an estimated $33K.
  • Invesco QQQ Trust made up 4.35% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Wisconsin Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.