AA Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

AA Financial Advisors’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	$3.12M	Buy	4,237 +572	+16%	+$394K	0.38%	58
2026 Q1	$2.12M	Sell	3,665 -1,978	-35%	-$1.2M	0.3%	69
2025 Q4	$3.47M	Buy	5,643 +152	+3%	+$93.3K	0.64%	38
2025 Q3	$3.3M	Buy	5,491 +1,595	+41%	+$913K	0.65%	37
2025 Q2	$2.15M	Buy	3,896 +171	+5%	+$85K	0.46%	44
2025 Q1	$1.75M	Buy	3,725 +347	+10%	+$176K	0.43%	49
2024 Q4	$1.73M	Buy	3,378 +36	+1%	+$18.2K	0.46%	48
2024 Q3	$1.63M	Buy	3,342 +727	+28%	+$344K	0.47%	50
2024 Q2	$1.25M	Buy	2,615 +300	+13%	+$135K	0.44%	55
2024 Q1	$1.03M	Sell	2,315 -41	-2%	-$17.6K	0.41%	62
2023 Q4	$965K	Buy	+2,356	New	+$894K	0.64%	33

Other funds holding QQQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AA Financial Advisors's QQQ Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 16% in Q2 2026, buying an estimated $394K and bringing the position to 4,237 shares worth $3.12M. The position accounts for 0.38% of the portfolio, ranked #58.

AA Financial Advisors first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

AA Financial Advisors held 4,237 shares of Invesco QQQ Trust worth $3.12M as of Q2 2026.
AA Financial Advisors bought 572 Invesco QQQ Trust shares in Q2 2026, an estimated $394K.
Invesco QQQ Trust made up 0.38% of AA Financial Advisors's portfolio in Q2 2026, its #58 holding.
AA Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's Invesco QQQ Trust position peaked at $3.47M in Q4 2025.
1,178 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.