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

Brown 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	$422K	Buy	573 +87	+18%	+$59.9K	0.15%	133
2026 Q1	$281K	Buy	486 +49	+11%	+$29.8K	0.11%	152
2025 Q4	$268K	Buy	437 +57	+15%	+$35K	0.1%	145
2025 Q3	$228K	Buy	+380	New	+$218K	0.08%	143

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Brown Financial Advisors's QQQ Position: Q2 2026 in Review

Brown Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 18% in Q2 2026, buying an estimated $59.9K and bringing the position to 573 shares worth $422K. The position accounts for 0.15% of the portfolio, ranked #133.

Brown Financial Advisors first reported a position in QQQ in Q3 2025 and has held it in 4 quarters since. 3,997 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Brown Financial Advisors held 573 shares of Invesco QQQ Trust worth $422K as of Q2 2026.
Brown Financial Advisors bought 87 Invesco QQQ Trust shares in Q2 2026, an estimated $59.9K.
Invesco QQQ Trust made up 0.15% of Brown Financial Advisors's portfolio in Q2 2026, its #133 holding.
Brown Financial Advisors first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 4 quarters since.
3,997 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.