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Benchmark Financial Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Benchmark Financial 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 		$3.3M Sell
4,475
-280
-6% -$193K 0.81% 32
2026
Q1 		$2.74M Sell
4,755
-404
-8% -$245K 0.76% 30
2025
Q4 		$3.17M Buy
5,159
+95
+2% +$58.3K 0.91% 28
2025
Q3 		$3.04M Buy
5,064
+138
+3% +$79K 0.91% 29
2025
Q2 		$2.72M Buy
4,926
+3,287
+201% +$1.63M 0.9% 27
2025
Q1 		$768K Sell
1,639
-520
-24% -$264K 0.29% 46
2024
Q4 		$1.1M Buy
2,159
+149
+7% +$75.4K 0.35% 37
2024
Q3 		$981K Buy
2,010
+43
+2% +$20.3K 0.33% 36
2024
Q2 		$943K Buy
1,967
+570
+41% +$256K 0.35% 32
2024
Q1 		$620K Buy
1,397
+83
+6% +$35.6K 0.24% 46
2023
Q4 		$538K Buy
1,314
+501
+62% +$190K 0.23% 42
2023
Q3 		$291K Buy
813
+63
+8% +$23.4K 0.14% 53
2023
Q2 		$277K Buy
750
+90
+14% +$30.3K 0.13% 59
2023
Q1 		$212K Sell
660
-1,009
-60% -$298K 0.11% 65
2022
Q4 		$444K Buy
1,669
+39
+2% +$10.8K 0.24% 37
2022
Q3 		$436K Buy
+1,630
New +$492K 0.26% 37
2022
Q2 		– Sell
-720
Closed -$261K – 81
2022
Q1 		$261K Buy
720
+3
+0.4% +$1.06K 0.11% 64
2021
Q4 		$285K Buy
+717
New +$277K 0.12% 60
2021
Q3 		– Sell
-1,414
Closed -$501K – 71
2021
Q2 		$501K Buy
1,414
+1
+0.1% +$336 0.24% 40
2021
Q1 		$451K Sell
1,413
-2,483
-64% -$794K 0.25% 39
2020
Q4 		$1.22M Buy
3,896
+1,098
+39% +$322K 0.67% 24
2020
Q3 		$777K Buy
2,798
+616
+28% +$167K 0.5% 30
2020
Q2 		$540K Buy
+2,182
New +$489K 0.4% 32

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Benchmark Financial Wealth Advisors's QQQ Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 5.9% in Q2 2026, selling an estimated $193K and leaving 4,475 shares worth $3.3M. The position accounts for 0.81% of the portfolio, ranked #32.

Benchmark Financial Wealth Advisors first reported a position in QQQ in Q2 2020 and has held it in 23 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 4,475 shares of Invesco QQQ Trust worth $3.3M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 280 Invesco QQQ Trust shares in Q2 2026, an estimated $193K.
  • Invesco QQQ Trust made up 0.81% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 23 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.