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

American 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 		$88.4M Sell
120,032
-7,879
-6% -$5.42M 10.64% 1
2026
Q1 		$73.8M Sell
127,911
-1,745
-1% -$1.06M 9.85% 1
2025
Q4 		$79.6M Sell
129,656
-4,082
-3% -$2.5M 10.28% 1
2025
Q3 		$80.3M Buy
133,738
+20,450
+18% +$11.7M 10.34% 1
2025
Q2 		$62.5M Sell
113,288
-3,836
-3% -$1.91M 8.73% 1
2025
Q1 		$54.9M Sell
117,124
-2,846
-2% -$1.45M 7.97% 1
2024
Q4 		$61.3M Sell
119,970
-2,285
-2% -$1.16M 8.64% 1
2024
Q3 		$59.7M Sell
122,255
-3,103
-2% -$1.47M 8.15% 1
2024
Q2 		$60.1M Sell
125,358
-6,869
-5% -$3.09M 8.54% 1
2024
Q1 		$58.7M Sell
132,227
-3,277
-2% -$1.41M 8.27% 1
2023
Q4 		$55.5M Sell
135,504
-3,392
-2% -$1.29M 8.21% 1
2023
Q3 		$49.8M Sell
138,896
-7,718
-5% -$2.86M 7.84% 1
2023
Q2 		$54.2M Sell
146,614
-13,992
-9% -$4.71M 8.47% 1
2023
Q1 		$51.5M Sell
160,606
-2,409
-1% -$711K 8.39% 1
2022
Q4 		$43.4M Sell
163,015
-1,044
-0.6% -$289K 7.36% 1
2022
Q3 		$43.8M Buy
+164,059
New +$49.5M 7.57% 1
2022
Q2 		– Sell
-166,691
Closed -$60.4M – 124
2022
Q1 		$60.4M Sell
166,691
-9,683
-5% -$3.44M 8.39% 1
2021
Q4 		$70.2M Buy
176,374
+14,611
+9% +$5.64M 8.92% 1
2021
Q3 		$57.9M Sell
161,763
-8,396
-5% -$3.09M 7.73% 1
2021
Q2 		$60.3M Buy
170,159
+4,843
+3% +$1.63M 8.3% 1
2021
Q1 		$52.8M Sell
165,316
-11,697
-7% -$3.74M 7.84% 1
2020
Q4 		$55.5M Buy
177,013
+3,203
+2% +$940K 7.93% 1
2020
Q3 		$48.3M Sell
173,810
-5,657
-3% -$1.53M 7.85% 1
2020
Q2 		$45.9M Buy
179,467
+66,197
+58% +$14.8M 7.34% 1
2020
Q1 		$24.4M Buy
113,270
+6,002
+6% +$1.27M 4.38% 3
2019
Q4 		$20.1M Buy
107,268
+18,192
+20% +$3.64M 3.52% 12
2019
Q3 		$16.8M Buy
89,076
+819
+0.9% +$155K 3.18% 14
2019
Q2 		$16.5M Buy
88,257
+708
+0.8% +$130K 3.22% 13
2019
Q1 		$15.7M Buy
87,549
+66,433
+315% +$11.3M 3.21% 13
2018
Q4 		$3.26M Buy
+21,116
New +$3.53M 0.71% 30

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

American Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 6.2% in Q2 2026, selling an estimated $5.42M and leaving 120,032 shares worth $88.4M. The position accounts for 10.64% of the portfolio, ranked #1.

American Financial Advisors first reported a position in QQQ in Q4 2018 and has held it in 30 quarters since. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • American Financial Advisors held 120,032 shares of Invesco QQQ Trust worth $88.4M as of Q2 2026.
  • American Financial Advisors sold 7,879 Invesco QQQ Trust shares in Q2 2026, an estimated $5.42M.
  • Invesco QQQ Trust made up 10.64% of American Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • American Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2018 and has held it in 30 quarters since.
  • 3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.