Ares Financial Consulting
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Ares Financial Consulting’s Invesco QQQ Trust QQQ Stock Holding History

Ares Financial Consulting’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 		$1.6M Buy
2,167
+9
+0.4% +$6.43K 1.11% 21
2026
Q2 		$1.59M Buy
2,158
+107
+5% +$73.6K 1.14% 20
2026
Q1 		$1.2M Buy
2,051
+75
+4% +$45.6K 0.94% 24
2025
Q4 		$1.21M Buy
+1,976
New +$1.21M 1.16% 18

Other funds holding QQQ

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Ares Financial Consulting's QQQ Position: Q3 2026 in Review

Ares Financial Consulting increased its Invesco QQQ Trust (QQQ) stake by 0.42% in Q3 2026, buying an estimated $6.43K and bringing the position to 2,167 shares worth $1.6M. The position accounts for 1.11% of the portfolio, ranked #21.

Ares Financial Consulting first reported a position in QQQ in Q4 2025 and has held it in 4 quarters since. 2,486 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Ares Financial Consulting held 2,167 shares of Invesco QQQ Trust worth $1.6M as of Q3 2026.
  • Ares Financial Consulting bought 9 Invesco QQQ Trust shares in Q3 2026, an estimated $6.43K.
  • Invesco QQQ Trust made up 1.11% of Ares Financial Consulting's portfolio in Q3 2026, its #21 holding.
  • Ares Financial Consulting first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 4 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.