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Benedict Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Benedict Financial 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
Q3 		$4.68M Sell
6,326
-89
-1% -$63.6K 0.93% 31
2026
Q2 		$4.72M Buy
6,415
+75
+1% +$51.6K 0.92% 35
2026
Q1 		$3.66M Sell
6,340
-26
-0.4% -$15.8K 0.76% 44
2025
Q4 		$3.91M Buy
6,366
+988
+18% +$606K 0.82% 41
2025
Q3 		$3.23M Buy
5,378
+205
+4% +$117K 0.7% 48
2025
Q2 		$2.85M Buy
5,173
+110
+2% +$54.7K 0.65% 55
2025
Q1 		$2.37M Sell
5,063
-459
-8% -$233K 0.55% 66
2024
Q4 		$2.82M Buy
5,522
+235
+4% +$119K 0.69% 57
2024
Q3 		$2.58M Buy
5,287
+168
+3% +$79.5K 0.61% 64
2024
Q2 		$2.45M Buy
5,119
+25
+0.5% +$11.2K 0.62% 62
2024
Q1 		$2.26M Buy
5,094
+56
+1% +$24K 0.57% 66
2023
Q4 		$2.06M Buy
5,038
+411
+9% +$156K 0.56% 69
2023
Q3 		$1.66M Sell
4,627
-36
-0.8% -$13.3K 0.48% 75
2023
Q2 		$1.72M Hold
4,663
– – 0.47% 75
2023
Q1 		$1.5M Buy
4,663
+322
+7% +$95K 0.42% 79
2022
Q4 		$1.16M Sell
4,341
-174
-4% -$48.1K 0.34% 84
2022
Q3 		$1.21M Sell
4,515
-433
-9% -$131K 0.39% 85
2022
Q2 		$1.39M Sell
4,948
-604
-11% -$187K 0.41% 77
2022
Q1 		$2.01M Sell
5,552
-788
-12% -$280K 0.54% 65
2021
Q4 		$2.52M Buy
6,340
+168
+3% +$64.9K 0.66% 57
2021
Q3 		$2.21M Buy
6,172
+122
+2% +$44.9K 0.62% 62
2021
Q2 		$2.14M Sell
6,050
-370
-6% -$124K 0.6% 62
2021
Q1 		$2.05M Buy
+6,420
New +$2.05M 0.59% 60

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Benedict Financial Advisors's QQQ Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Invesco QQQ Trust (QQQ) stake by 1.4% in Q3 2026, selling an estimated $63.6K and leaving 6,326 shares worth $4.68M. The position accounts for 0.93% of the portfolio, ranked #31.

Benedict Financial Advisors first reported a position in QQQ in Q1 2021 and has held it in 23 quarters since. The position peaked at $4.72M in Q2 2026. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Benedict Financial Advisors held 6,326 shares of Invesco QQQ Trust worth $4.68M as of Q3 2026.
  • Benedict Financial Advisors sold 89 Invesco QQQ Trust shares in Q3 2026, an estimated $63.6K.
  • Invesco QQQ Trust made up 0.93% of Benedict Financial Advisors's portfolio in Q3 2026, its #31 holding.
  • Benedict Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 23 quarters since.
  • Benedict Financial Advisors's Invesco QQQ Trust position peaked at $4.72M in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.