How many shares of QQQ does Wealthspire Advisors, LLC own?

As of 2026-Q2, Wealthspire Advisors, LLC holds 134,082 shares of QQQ (INVESCO QQQ TRUST SERIES 1 CL USD INC).

What is Wealthspire Advisors, LLC's QQQ position worth?

As of 2026-Q2, Wealthspire Advisors, LLC's QQQ position is worth $98.7M.

Is Wealthspire Advisors, LLC buying or selling QQQ?

In 2026-Q2, Wealthspire Advisors, LLC increased their QQQ position (+6.7% change in shares).

When did Wealthspire Advisors, LLC first buy QQQ?

Based on available 13F filings, Wealthspire Advisors, LLC first reported a position in QQQ in 2020-Q1. They have held the position across 26 quarters.

Back to WA Wealthspire Advisors, LLC

QQQ
26 quarters

Position history for WAWealthspire Advisors, LLC's holdings in INVESCO QQQ TRUST SERIES 1 CL USD INC

Current Value

$98.7M

Current Shares

134,082

Total Value Change

+$97.6M

Total Shares Change

+128,158

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	134,082	+6.7%	$98.7M	0.5%	$736.40	45
2026-Q1	Decreased	125,640	-6.0%	$72.5M	0.6%	$576.55	0
2025-Q4	Decreased	133,657	-5.2%	$82.1M	0.7%	$612.86	0
2025-Q3	Increased	141,025	+9.8%	$84.7M	0.4%	$598.19	39
2025-Q2	Decreased	128,496	-2.8%	$70.9M	0.4%	$549.00	0
2025-Q1	Increased	132,167	+0.7%	$62M	0.4%	$466.15	35
2024-Q4	Increased	131,223	+1.3%	$67.1M	0.7%	$507.45	42
2024-Q3	Increased	129,521	+7.6%	$63.2M	0.6%	$483.68	45
2024-Q2	Decreased	120,363	-3.5%	$57.7M	0.7%	$475.26	0
2024-Q1	Decreased	124,690	-5.2%	$55.4M	0.7%	$439.74	0
2023-Q4	Increased	131,472	+505.5%	$53.8M	0.8%	$405.05	67
2023-Q3	Increased	21,712	+7.2%	$7.8M	0.1%	$353.46	35
2023-Q2	Increased	20,250	+2.2%	$7.5M	0.1%	$363.08	33
2023-Q1	Increased	19,816	+1.1%	$6.4M	0.1%	$314.99	33
2022-Q4	Decreased	19,607	-6.8%	$5.2M	0.1%	$261.56	0
2022-Q3	Increased	21,046	+23.3%	$5.6M	0.1%	$261.28	39
2022-Q2	Decreased	17,067	-14.0%	$4.8M	0.1%	$273.52	0
2022-Q1	Increased	19,842	+54.9%	$7.2M	0.2%	$353.12	46
2021-Q4	Decreased	12,813	-13.7%	$5.1M	0.1%	$387.03	0
2021-Q3	Decreased	14,847	-0.4%	$5.3M	0.1%	$347.78	0
2021-Q2	Increased	14,905	+17.1%	$5.3M	0.1%	$343.97	38
2021-Q1	Increased	12,723	+77.8%	$4.1M	0.1%	$309.35	41
2020-Q4	Increased	7,154	+17.2%	$2.2M	0.1%	$303.74	30
2020-Q3	Increased	6,104	+162.5%	$1.7M	0.1%	$268.50	50
2020-Q2	Decreased	2,325	-60.8%	$576,000	0.0%	$239.28	0
2020-Q1	New	5,924	-	$1.1M	0.0%	$183.68	35

Other major holders of QQQ: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

QQQ26 quarters

QQQ
26 quarters