4Thought Financial Group
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4Thought Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

4Thought Financial 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
Q3 		$11.3K Hold
15
– – 0.01% 86
2026
Q2 		$10.7K Sell
15
-1,688
-99% -$1.16M 0.01% 85
2026
Q1 		$983K Buy
1,703
+476
+39% +$289K 0.49% 25
2025
Q4 		$754K Buy
1,227
+417
+51% +$256K 0.37% 27
2025
Q3 		$486K Sell
810
-257
-24% -$147K 0.25% 31
2025
Q2 		$589K Buy
1,067
+550
+106% +$274K 0.31% 27
2025
Q1 		$242K Buy
517
+511
+8,517% +$260K 0.15% 43
2024
Q4 		$2.86K Hold
6
– – ﹤0.01% 82
2024
Q3 		$2.86K Hold
6
– – ﹤0.01% 98
2024
Q2 		$2.76K Buy
6
+2
+50% +$900 ﹤0.01% 99
2024
Q1 		$1.99K Hold
4
– – ﹤0.01% 102
2023
Q4 		$1.49K Buy
4
+3
+300% +$1.14K ﹤0.01% 110
2023
Q3 		$220 Buy
+1
New +$371 ﹤0.01% 89
2023
Q2 		– Sell
-391
Closed -$125K – 89
2023
Q1 		$125K Buy
391
+17
+5% +$5.02K 0.1% 46
2022
Q4 		$100K Sell
374
-355
-49% -$98.2K 0.09% 50
2022
Q3 		$195K Sell
729
-32
-4% -$9.7K 0.19% 44
2022
Q2 		$213K Sell
761
-2,458
-76% -$763K 0.2% 45
2022
Q1 		$1.17M Buy
+3,219
New +$1.14M 1.04% 20

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

4Thought Financial Group's QQQ Position: Q3 2026 in Review

4Thought Financial Group held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 15 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #86.

4Thought Financial Group first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.17M in Q1 2022. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • 4Thought Financial Group held 15 shares of Invesco QQQ Trust worth $11.3K as of Q3 2026.
  • 4Thought Financial Group left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.01% of 4Thought Financial Group's portfolio in Q3 2026, its #86 holding.
  • 4Thought Financial Group first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
  • 4Thought Financial Group's Invesco QQQ Trust position peaked at $1.17M in Q1 2022.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on 4Thought Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.