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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
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

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

Benedict Financial Advisors's QQQ Position: Q2 2026 in Review

Benedict Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 1.2% in Q2 2026, buying an estimated $51.6K and bringing the position to 6,415 shares worth $4.72M. The position accounts for 0.92% of the portfolio, ranked #35.

Benedict Financial Advisors first reported a position in QQQ in Q1 2021 and has held it in 22 quarters since. 1,183 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Benedict Financial Advisors held 6,415 shares of Invesco QQQ Trust worth $4.72M as of Q2 2026.
  • Benedict Financial Advisors bought 75 Invesco QQQ Trust shares in Q2 2026, an estimated $51.6K.
  • Invesco QQQ Trust made up 0.92% of Benedict Financial Advisors's portfolio in Q2 2026, its #35 holding.
  • Benedict Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2021 and has held it in 22 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.