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Yarger Wealth Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Yarger Wealth Strategies’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 		$3.05M Buy
+4,200
New +$2.89M 1.09% 24
2026
Q1 		– Hold
0
– – – 36

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

Yarger Wealth Strategies's QQQ Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Invesco QQQ Trust (QQQ) stake by 16% in Q2 2026, buying an estimated $610K and bringing the position to 6,301 shares worth $4.57M. The position accounts for 1.64% of the portfolio, ranked #17.

Yarger Wealth Strategies first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. 1,628 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Yarger Wealth Strategies held 6,301 shares of Invesco QQQ Trust worth $4.57M as of Q2 2026.
  • Yarger Wealth Strategies bought 886 Invesco QQQ Trust shares in Q2 2026, an estimated $610K.
  • Invesco QQQ Trust made up 1.64% of Yarger Wealth Strategies's portfolio in Q2 2026, its #17 holding.
  • Yarger Wealth Strategies first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • 1,628 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.