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

Avant 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	$736K	Buy	999 +90	+10%	+$61.9K	0.46%	37
2026 Q1	$525K	Sell	909 -20	-2%	-$12.2K	0.37%	43
2025 Q4	$571K	Buy	929 +20	+2%	+$12.3K	0.41%	45
2025 Q3	$546K	Hold	909	–	–	0.41%	44
2025 Q2	$502K	Hold	909	–	–	0.41%	46
2025 Q1	$426K	Hold	909	–	–	0.39%	47
2024 Q4	$465K	Buy	+909	New	+$460K	0.43%	48

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Avant Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 9.9% in Q2 2026, buying an estimated $61.9K and bringing the position to 999 shares worth $736K. The position accounts for 0.46% of the portfolio, ranked #37.

Avant Financial Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 4,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Avant Financial Advisors held 999 shares of Invesco QQQ Trust worth $736K as of Q2 2026.
Avant Financial Advisors bought 90 Invesco QQQ Trust shares in Q2 2026, an estimated $61.9K.
Invesco QQQ Trust made up 0.46% of Avant Financial Advisors's portfolio in Q2 2026, its #37 holding.
Avant Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
4,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.