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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

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

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. 1,227 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.
  • 1,227 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.