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Brady Family Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Brady Family Wealth’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 		$789K Buy
1,072
+54
+5% +$37.2K 0.23% 69
2026
Q1 		$588K Buy
1,018
+27
+3% +$16.4K 0.18% 74
2025
Q4 		$609K Sell
991
-84
-8% -$51.5K 0.19% 71
2025
Q3 		$646K Buy
1,075
+11
+1% +$6.3K 0.2% 71
2025
Q2 		$587K Sell
1,064
-4
-0.4% -$1.99K 0.18% 80
2025
Q1 		$501K Sell
1,068
-19
-2% -$9.65K 0.16% 85
2024
Q4 		$556K Sell
1,087
-80
-7% -$40.5K 0.17% 81
2024
Q3 		$570K Buy
1,167
+200
+21% +$94.6K 0.17% 83
2024
Q2 		$463K Buy
967
+45
+5% +$20.2K 0.15% 84
2024
Q1 		$409K Hold
922
– – 0.13% 92
2023
Q4 		$378K Hold
922
– – 0.13% 92
2023
Q3 		$330K Buy
922
+34
+4% +$12.6K 0.13% 94
2023
Q2 		$328K Buy
888
+17
+2% +$5.72K 0.12% 98
2023
Q1 		$280K Hold
871
– – 0.11% 108
2022
Q4 		$232K Buy
+871
New +$241K 0.1% 109

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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

Brady Family Wealth's QQQ Position: Q2 2026 in Review

Brady Family Wealth increased its Invesco QQQ Trust (QQQ) stake by 5.3% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,072 shares worth $789K. The position accounts for 0.23% of the portfolio, ranked #69.

Brady Family Wealth first reported a position in QQQ in Q4 2022 and has held it in 15 quarters since. 1,628 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Brady Family Wealth held 1,072 shares of Invesco QQQ Trust worth $789K as of Q2 2026.
  • Brady Family Wealth bought 54 Invesco QQQ Trust shares in Q2 2026, an estimated $37.2K.
  • Invesco QQQ Trust made up 0.23% of Brady Family Wealth's portfolio in Q2 2026, its #69 holding.
  • Brady Family Wealth first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 15 quarters since.
  • 1,628 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.