B.A. Schrock Wealth Management, Inc.’s Invesco QQQ Trust QQQ Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$544K	Buy	+733	New	+$524K	0.2%	92

Other funds holding QQQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s QQQ Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 733 shares worth $544K. The stake represents 0.2% of the portfolio and ranks #92 among its holdings.

677 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 733 shares of Invesco QQQ Trust worth $544K as of Q3 2026.
Invesco QQQ Trust was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Invesco QQQ Trust made up 0.2% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #92 holding.
677 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.