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Beacon Financial Strategies’s Invesco QQQ Trust QQQ Stock Holding History

Beacon Financial Strategies’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 		$217K Buy
+295
New +$203K 0.11% 47

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Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
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Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
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Beacon Financial Strategies's QQQ Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 295 shares worth $217K. The stake represents 0.11% of the portfolio and ranks #47 among its holdings.

769 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Beacon Financial Strategies held 295 shares of Invesco QQQ Trust worth $217K as of Q2 2026.
  • Invesco QQQ Trust was a new Beacon Financial Strategies position in Q2 2026.
  • Invesco QQQ Trust made up 0.11% of Beacon Financial Strategies's portfolio in Q2 2026, its #47 holding.
  • 769 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.