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Brandywine Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Brandywine Financial Group’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 		– Sell
-20,569
Closed -$11.9M – 32
2026
Q1 		$11.9M Buy
+20,569
New +$12.5M 10.08% 3

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AIIMS
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NMIFOAC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Brandywine Financial Group's QQQ Position: Q2 2026 in Review

Brandywine Financial Group sold out of Invesco QQQ Trust (QQQ) in Q2 2026, closing a stake of 20,569 shares — an estimated $11.9M sold.

Brandywine Financial Group first reported a position in QQQ in Q1 2026 and held it in 1 quarter. The position peaked at $11.9M in Q1 2026. 2,653 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Brandywine Financial Group reported no remaining Invesco QQQ Trust position as of Q2 2026 after selling out during the quarter.
  • Brandywine Financial Group sold 20,569 Invesco QQQ Trust shares in Q2 2026, an estimated $11.9M.
  • Brandywine Financial Group first reported a position in Invesco QQQ Trust in Q1 2026 and held it in 1 quarter.
  • Brandywine Financial Group's Invesco QQQ Trust position peaked at $11.9M in Q1 2026.
  • 2,653 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Brandywine Financial Group's 13F filing for Q2 2026, filed 6 Jul 2026.