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AFG Fiduciary Services’s Invesco QQQ Trust QQQ Stock Holding History

AFG Fiduciary Services’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 		– Hold
0
– – – 24
2026
Q1 		– Hold
0
– – – 31
2025
Q4 		– Hold
0
– – – 31
2025
Q3 		– Hold
0
– – – 31
2025
Q2 		– Hold
0
– – – 42
2025
Q1 		– Hold
0
– -$620K – 76
2024
Q4 		– Hold
0
– – – 37
2024
Q3 		– Hold
0
– – – 44

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
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

AFG Fiduciary Services's QQQ Position: Q2 2026 in Review

AFG Fiduciary Services reduced its Invesco QQQ Trust (QQQ) stake by 97% in Q2 2026, selling an estimated $6.5M and leaving 336 shares worth $239K. The position accounts for 0.19% of the portfolio, ranked #54.

AFG Fiduciary Services first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.17M in Q1 2025. 1,710 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • AFG Fiduciary Services held 336 shares of Invesco QQQ Trust worth $239K as of Q2 2026.
  • AFG Fiduciary Services sold 9,451 Invesco QQQ Trust shares in Q2 2026, an estimated $6.5M.
  • Invesco QQQ Trust made up 0.19% of AFG Fiduciary Services's portfolio in Q2 2026, its #54 holding.
  • AFG Fiduciary Services first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • AFG Fiduciary Services's Invesco QQQ Trust position peaked at $7.17M in Q1 2025.
  • 1,710 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.