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Brady Martz Wealth Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Brady Martz Wealth Solutions’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 		$663K Buy
901
+66
+8% +$45.4K 0.1% 122
2026
Q1 		$482K Buy
835
+335
+67% +$204K 0.08% 134
2025
Q4 		$307K Buy
+500
New +$307K 0.05% 154

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

Brady Martz Wealth Solutions's QQQ Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Invesco QQQ Trust (QQQ) stake by 7.9% in Q2 2026, buying an estimated $45.4K and bringing the position to 901 shares worth $663K. The position accounts for 0.1% of the portfolio, ranked #122.

Brady Martz Wealth Solutions first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 1,898 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Brady Martz Wealth Solutions held 901 shares of Invesco QQQ Trust worth $663K as of Q2 2026.
  • Brady Martz Wealth Solutions bought 66 Invesco QQQ Trust shares in Q2 2026, an estimated $45.4K.
  • Invesco QQQ Trust made up 0.1% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #122 holding.
  • Brady Martz Wealth Solutions first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,898 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.