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Brindle & Bay Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Brindle & Bay 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
Q2 		$23.1M Buy
31,422
+22,391
+248% +$15.4M 11.57% 1
2026
Q1 		$5.21M Sell
9,031
-16,568
-65% -$10.1M 3.2% 8
2025
Q4 		$15.7M Buy
+25,599
New +$15.7M 10.47% 1

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Brindle & Bay Financial Advisors's QQQ Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 248% in Q2 2026, buying an estimated $15.4M and bringing the position to 31,422 shares worth $23.1M. The position accounts for 11.57% of the portfolio, ranked #1.

Brindle & Bay Financial Advisors first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,979 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Brindle & Bay Financial Advisors held 31,422 shares of Invesco QQQ Trust worth $23.1M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 22,391 Invesco QQQ Trust shares in Q2 2026, an estimated $15.4M.
  • Invesco QQQ Trust made up 11.57% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Brindle & Bay Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 3,979 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.