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Allen Mooney & Barnes Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Allen Mooney & Barnes Investment 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 		$2.64M Buy
3,581
+18
+0.5% +$12.4K 0.4% 51
2026
Q1 		$2.06M Buy
3,563
+127
+4% +$77.2K 0.3% 55
2025
Q4 		$2.11M Buy
3,436
+15
+0.4% +$9.2K 0.32% 52
2025
Q3 		$2.05M Sell
3,421
-37
-1% -$21.2K 0.32% 50
2025
Q2 		$1.91M Sell
3,458
-40
-1% -$19.9K 0.31% 52
2025
Q1 		$1.64M Sell
3,498
-34
-1% -$17.3K 0.27% 60
2024
Q4 		$1.81M Buy
3,532
+5
+0.1% +$2.53K 0.3% 55
2024
Q3 		$1.72M Sell
3,527
-62
-2% -$29.3K 0.29% 55
2024
Q2 		$1.72M Buy
3,589
+571
+19% +$257K 0.31% 54
2024
Q1 		$1.34M Buy
3,018
+142
+5% +$60.9K 0.26% 61
2023
Q4 		$1.18M Sell
2,876
-22
-0.8% -$8.35K 0.22% 64
2023
Q3 		$1.04M Buy
2,898
+120
+4% +$44.5K 0.22% 65
2023
Q2 		$1.03M Sell
2,778
-3,200
-54% -$1.08M 0.23% 63
2023
Q1 		$1.92M Sell
5,978
-5,776
-49% -$1.7M 0.46% 53
2022
Q4 		$3.13M Buy
11,754
+2,902
+33% +$802K 0.75% 39
2022
Q3 		$2.37M Sell
8,852
-215
-2% -$64.9K 0.63% 43
2022
Q2 		$2.54M Buy
9,067
+6,362
+235% +$1.97M 0.65% 43
2022
Q1 		$981K Buy
+2,705
New +$961K 0.22% 75

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's QQQ Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.51% in Q2 2026, buying an estimated $12.4K and bringing the position to 3,581 shares worth $2.64M. The position accounts for 0.4% of the portfolio, ranked #51.

Allen Mooney & Barnes Investment Advisors first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.13M in Q4 2022. 2,735 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 3,581 shares of Invesco QQQ Trust worth $2.64M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors bought 18 Invesco QQQ Trust shares in Q2 2026, an estimated $12.4K.
  • Invesco QQQ Trust made up 0.4% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Invesco QQQ Trust position peaked at $3.13M in Q4 2022.
  • 2,735 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.