Brady Martz Wealth Solutions
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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
Q3 		$929K Buy
1,256
+355
+39% +$254K 0.14% 106
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Brady Martz Wealth Solutions's QQQ Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its Invesco QQQ Trust (QQQ) stake by 39% in Q3 2026, buying an estimated $254K and bringing the position to 1,256 shares worth $929K. The position accounts for 0.14% of the portfolio, ranked #106.

Brady Martz Wealth Solutions first reported a position in QQQ in Q4 2025 and has held it in 4 quarters since. 2,771 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Brady Martz Wealth Solutions held 1,256 shares of Invesco QQQ Trust worth $929K as of Q3 2026.
  • Brady Martz Wealth Solutions bought 355 Invesco QQQ Trust shares in Q3 2026, an estimated $254K.
  • Invesco QQQ Trust made up 0.14% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #106 holding.
  • Brady Martz Wealth Solutions first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 4 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.