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Beaird Harris Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Beaird Harris Wealth Management’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 		$339K Buy
460
+367
+395% +$253K 0.02% 114
2026
Q1 		$53.5K Hold
93
– – ﹤0.01% 235
2025
Q4 		$56.9K Hold
93
– – ﹤0.01% 242
2025
Q3 		$55.7K Sell
93
-99
-52% -$56.7K ﹤0.01% 241
2025
Q2 		$106K Buy
192
+42
+28% +$20.9K 0.01% 180
2025
Q1 		$70.3K Sell
150
-544
-78% -$276K 0.01% 197
2024
Q4 		$355K Sell
694
-105
-13% -$53.1K 0.03% 102
2024
Q3 		$390K Sell
799
-60
-7% -$28.4K 0.03% 100
2024
Q2 		$412K Buy
859
+112
+15% +$50.4K 0.04% 91
2024
Q1 		$332K Hold
747
– – 0.03% 87
2023
Q4 		$306K Buy
747
+73
+11% +$27.7K 0.03% 82
2023
Q3 		$242K Hold
674
– – 0.03% 90
2023
Q2 		$249K Hold
674
– – 0.03% 88
2023
Q1 		$216K Sell
674
-967
-59% -$285K 0.04% 82
2022
Q4 		$437K Buy
1,641
+964
+142% +$267K 0.08% 56
2022
Q3 		$181K Buy
677
+154
+29% +$46.5K 0.04% 85
2022
Q2 		$147K Buy
523
+333
+175% +$103K 0.04% 73
2022
Q1 		$69K Buy
190
+179
+1,627% +$63.6K 0.02% 164
2021
Q4 		$4K Buy
+11
New +$4.25K ﹤0.01% 500

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Beaird Harris Wealth Management's QQQ Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 395% in Q2 2026, buying an estimated $253K and bringing the position to 460 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #114.

Beaird Harris Wealth Management first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $437K in Q4 2022. 1,378 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Beaird Harris Wealth Management held 460 shares of Invesco QQQ Trust worth $339K as of Q2 2026.
  • Beaird Harris Wealth Management bought 367 Invesco QQQ Trust shares in Q2 2026, an estimated $253K.
  • Invesco QQQ Trust made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Beaird Harris Wealth Management first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Invesco QQQ Trust position peaked at $437K in Q4 2022.
  • 1,378 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.