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Bigelow Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bigelow Investment 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 		$203K Hold
274
– – 0.07% 154
2026
Q2 		$202K Buy
+274
New +$189K 0.07% 157

Other funds holding QQQ

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bigelow Investment Advisors's QQQ Position: Q3 2026 in Review

Bigelow Investment Advisors held its Invesco QQQ Trust (QQQ) position steady in Q3 2026 at 274 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #154.

Bigelow Investment Advisors first reported a position in QQQ in Q2 2026 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Bigelow Investment Advisors held 274 shares of Invesco QQQ Trust worth $203K as of Q3 2026.
  • Bigelow Investment Advisors left its Invesco QQQ Trust share count unchanged in Q3 2026.
  • Invesco QQQ Trust made up 0.07% of Bigelow Investment Advisors's portfolio in Q3 2026, its #154 holding.
  • Bigelow Investment Advisors first reported a position in Invesco QQQ Trust in Q2 2026 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Bigelow Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.