Bright Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bright Financial Advisors’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 Q1	$3.45M	Buy	5,984 +33	+0.6%	+$20K	1.58%	18
2025 Q4	$3.66M	Sell	5,951 -19	-0.3%	-$11.7K	1.73%	17
2025 Q3	$3.58M	Buy	5,970 +32	+0.5%	+$18.3K	1.75%	17
2025 Q2	$3.28M	Sell	5,938 -2	-0%	-$995	1.82%	17
2025 Q1	$2.79M	Sell	5,940 -589	-9%	-$299K	1.71%	16
2024 Q4	$3.34M	Buy	6,529 +55	+0.8%	+$27.8K	2.1%	14
2024 Q3	$3.16M	Sell	6,474 -25	-0.4%	-$11.8K	2.01%	13
2024 Q2	$3.11M	Buy	6,499 +199	+3%	+$89.5K	2.2%	12
2024 Q1	$2.69M	Buy	+6,300	New	+$2.7M	2.01%	12

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bright Financial Advisors's QQQ Position: Q1 2026 in Review

Bright Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.55% in Q1 2026, buying an estimated $20K and bringing the position to 5,984 shares worth $3.45M. The position accounts for 1.58% of the portfolio, ranked #18.

Bright Financial Advisors first reported a position in QQQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q4 2025. 3,827 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Bright Financial Advisors held 5,984 shares of Invesco QQQ Trust worth $3.45M as of Q1 2026.
Bright Financial Advisors bought 33 Invesco QQQ Trust shares in Q1 2026, an estimated $20K.
Invesco QQQ Trust made up 1.58% of Bright Financial Advisors's portfolio in Q1 2026, its #18 holding.
Bright Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's Invesco QQQ Trust position peaked at $3.66M in Q4 2025.
3,827 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.