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Wiser Advisor Group’s Invesco QQQ Trust QQQ Stock Holding History

Wiser Advisor Group’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 		$455K Hold
618
– – 0.5% 40
2026
Q1 		$357K Hold
618
– – 0.43% 44
2025
Q4 		$379K Buy
618
+2
+0.3% +$1.23K 0.43% 47
2025
Q3 		$370K Buy
+616
New +$353K 0.46% 46
2025
Q2 		– Sell
-565
Closed -$265K – 202
2025
Q1 		$265K Sell
565
-24
-4% -$12.2K 0.39% 44
2024
Q4 		$301K Buy
589
+46
+8% +$23.3K 0.44% 42
2024
Q3 		$265K Hold
543
– – 0.4% 40
2024
Q2 		$260K Sell
543
-57
-10% -$25.6K 0.41% 44
2024
Q1 		$267K Buy
600
+1
+0.2% +$429 0.42% 43
2023
Q4 		$245K Buy
+599
New +$227K 0.41% 43

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

Wiser Advisor Group's QQQ Position: Q2 2026 in Review

Wiser Advisor Group held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 618 shares worth $455K. The position accounts for 0.5% of the portfolio, ranked #40.

Wiser Advisor Group first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Wiser Advisor Group held 618 shares of Invesco QQQ Trust worth $455K as of Q2 2026.
  • Wiser Advisor Group left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.5% of Wiser Advisor Group's portfolio in Q2 2026, its #40 holding.
  • Wiser Advisor Group first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.