Rothwell Investment Advisors, LLC’s Invesco QQQ Trust QQQ Stock Holding History

Rothwell Investment Advisors, LLC’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	$58.1K	Buy	+79	New	+$56.5K	0.03%	396

Other funds holding QQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's QQQ Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 79 shares worth $58.1K. The stake represents 0.03% of the portfolio and ranks #396 among its holdings.

2,609 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Rothwell Investment Advisors, LLC held 79 shares of Invesco QQQ Trust worth $58.1K as of Q3 2026.
Invesco QQQ Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Invesco QQQ Trust made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #396 holding.
2,609 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.