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 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	$2.75K	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%	-$9.66K	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

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

4Thought Financial Group's QQQ Position: Q2 2026 in Review

4Thought Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 99% in Q2 2026, selling an estimated $1.16M and leaving 15 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #85.

4Thought Financial Group first reported a position in QQQ in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q1 2022. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

4Thought Financial Group held 15 shares of Invesco QQQ Trust worth $10.7K as of Q2 2026.
4Thought Financial Group sold 1,688 Invesco QQQ Trust shares in Q2 2026, an estimated $1.16M.
Invesco QQQ Trust made up 0.01% of 4Thought Financial Group's portfolio in Q2 2026, its #85 holding.
4Thought Financial Group first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 17 quarters since.
4Thought Financial Group's Invesco QQQ Trust position peaked at $1.17M in Q1 2022.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.