BIG
QQQ icon

Brookwood Investment Group’s Invesco QQQ Trust QQQ Stock Holding History

Brookwood Investment 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 		$810K Buy
1,100
+400
+57% +$275K 0.09% 221
2026
Q1 		$404K Buy
+700
New +$425K 0.05% 328

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
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
Truist Financial
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Brookwood Investment Group's QQQ Position: Q2 2026 in Review

Brookwood Investment Group increased its Invesco QQQ Trust (QQQ) stake by 2.3% in Q2 2026, buying an estimated $68.8K and bringing the position to 4,427 shares worth $3.26M. The position accounts for 0.37% of the portfolio, ranked #56.

Brookwood Investment Group first reported a position in QQQ in Q1 2025 and has held it in 6 quarters since. 2,329 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Brookwood Investment Group held 4,427 shares of Invesco QQQ Trust worth $3.26M as of Q2 2026.
  • Brookwood Investment Group bought 100 Invesco QQQ Trust shares in Q2 2026, an estimated $68.8K.
  • Invesco QQQ Trust made up 0.37% of Brookwood Investment Group's portfolio in Q2 2026, its #56 holding.
  • Brookwood Investment Group first reported a position in Invesco QQQ Trust in Q1 2025 and has held it in 6 quarters since.
  • 2,329 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.