BCU Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

BCU Wealth 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	$799K	Sell	1,084 -50	-4%	-$34.4K	0.27%	30
2026 Q1	$655K	Buy	1,134 +1	+0.1%	+$608	0.24%	31
2025 Q4	$696K	Buy	1,133 +2	+0.2%	+$1.23K	0.27%	27
2025 Q3	$679K	Buy	1,131 +1	+0.1%	+$573	0.27%	28
2025 Q2	$623K	Buy	1,130 +1	+0.1%	+$497	0.28%	31
2025 Q1	$529K	Hold	1,129	–	–	0.28%	29
2024 Q4	$577K	Buy	1,129 +3	+0.3%	+$1.52K	0.33%	28
2024 Q3	$549K	Buy	1,126 +102	+10%	+$48.3K	0.33%	30
2024 Q2	$491K	Buy	1,024 +1	+0.1%	+$450	0.36%	31
2024 Q1	$454K	Buy	1,023 +2	+0.2%	+$858	0.39%	32
2023 Q4	$418K	Buy	+1,021	New	+$388K	0.45%	31

Other funds holding QQQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DCPAL

Div Capital Phoenix Assets Ltd Georgetown $583M AUM

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BCU Wealth Advisors's QQQ Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 4.4% in Q2 2026, selling an estimated $34.4K and leaving 1,084 shares worth $799K. The position accounts for 0.27% of the portfolio, ranked #30.

BCU Wealth Advisors first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

BCU Wealth Advisors held 1,084 shares of Invesco QQQ Trust worth $799K as of Q2 2026.
BCU Wealth Advisors sold 50 Invesco QQQ Trust shares in Q2 2026, an estimated $34.4K.
Invesco QQQ Trust made up 0.27% of BCU Wealth Advisors's portfolio in Q2 2026, its #30 holding.
BCU Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
993 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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