Briaud Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

Briaud Financial Planning’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	$1.94M	Buy	2,633 +1,326	+101%	+$912K	0.51%	10
2026 Q1	$754K	Sell	1,307 -59,107	-98%	-$35.9M	0.2%	17
2025 Q4	$37.1M	Sell	60,414 -103	-0.2%	-$63.2K	9.14%	4
2025 Q3	$36.3M	Sell	60,517 -230	-0.4%	-$132K	11.87%	4
2025 Q2	$33.5M	Sell	60,747 -67	-0.1%	-$33.3K	13.21%	3
2025 Q1	$28.5M	Sell	60,814 -130	-0.2%	-$66K	11.33%	4
2024 Q4	$31.2M	Sell	60,944 -876	-1%	-$443K	12.7%	4
2024 Q3	$30.2M	Buy	61,820 +23	+0%	+$10.9K	15.58%	3
2024 Q2	$29.6M	Buy	61,797 +61,475	+19,092%	+$27.6M	17.09%	3
2024 Q1	$143K	Buy	+322	New	+$138K	0.08%	30
2023 Q4	–	Sell	-322	Closed	-$115K	–	128
2023 Q3	$115K	Buy	+322	New	+$119K	0.09%	32
2022 Q2	–	Sell	-580	Closed	-$210K	–	30
2022 Q1	$210K	Hold	580	–	–	0.12%	25
2021 Q4	$230K	Hold	580	–	–	0.13%	22
2021 Q3	$207K	Hold	580	–	–	0.14%	17
2021 Q2	$205K	Buy	+580	New	+$195K	0.14%	19

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

Briaud Financial Planning's QQQ Position: Q2 2026 in Review

Briaud Financial Planning increased its Invesco QQQ Trust (QQQ) stake by 101% in Q2 2026, buying an estimated $912K and bringing the position to 2,633 shares worth $1.94M. The position accounts for 0.51% of the portfolio, ranked #10.

Briaud Financial Planning first reported a position in QQQ in Q2 2021 and has held it in 15 quarters since. The position peaked at $37.1M in Q4 2025. 2,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Briaud Financial Planning held 2,633 shares of Invesco QQQ Trust worth $1.94M as of Q2 2026.
Briaud Financial Planning bought 1,326 Invesco QQQ Trust shares in Q2 2026, an estimated $912K.
Invesco QQQ Trust made up 0.51% of Briaud Financial Planning's portfolio in Q2 2026, its #10 holding.
Briaud Financial Planning first reported a position in Invesco QQQ Trust in Q2 2021 and has held it in 15 quarters since.
Briaud Financial Planning's Invesco QQQ Trust position peaked at $37.1M in Q4 2025.
2,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.