Bryant Woods Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Bryant Woods Investment 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	$660K	Buy	897 +19	+2%	+$13.1K	0.18%	55
2026 Q1	$506K	Buy	878 +48	+6%	+$29.2K	0.19%	40
2025 Q4	$509K	Sell	830 -79	-9%	-$48.5K	0.2%	37
2025 Q3	$545K	Sell	909 -152	-14%	-$87K	0.21%	37
2025 Q2	$585K	Sell	1,061 -35	-3%	-$17.4K	0.25%	35
2025 Q1	$514K	Buy	1,096 +457	+72%	+$232K	0.25%	35
2024 Q4	$327K	Sell	639 -146	-19%	-$73.8K	0.16%	38
2024 Q3	$383K	Hold	785	–	–	0.2%	33
2024 Q2	$281K	Buy	785 +100	+15%	+$45K	0.2%	36
2024 Q1	$304K	Hold	685	–	–	0.18%	35
2023 Q4	$281K	Sell	685 -100	-13%	-$38K	0.18%	38
2023 Q3	$281K	Buy	785 +10	+1%	+$3.71K	0.2%	36
2023 Q2	$286K	Hold	775	–	–	0.2%	36
2023 Q1	$249K	Buy	775 +11	+1%	+$3.25K	0.19%	37
2022 Q4	$203K	Hold	764	–	–	0.17%	39
2022 Q3	$204K	Buy	+764	New	+$231K	0.19%	37
2022 Q2	–	Sell	-551	Closed	-$200K	–	38
2022 Q1	$200K	Buy	+551	New	+$196K	0.16%	35

Other funds holding QQQ

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Bryant Woods Investment Advisors's QQQ Position: Q2 2026 in Review

Bryant Woods Investment Advisors increased its Invesco QQQ Trust (QQQ) stake by 2.2% in Q2 2026, buying an estimated $13.1K and bringing the position to 897 shares worth $660K. The position accounts for 0.18% of the portfolio, ranked #55.

Bryant Woods Investment Advisors first reported a position in QQQ in Q1 2022 and has held it in 17 quarters since. 1,760 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Bryant Woods Investment Advisors held 897 shares of Invesco QQQ Trust worth $660K as of Q2 2026.
Bryant Woods Investment Advisors bought 19 Invesco QQQ Trust shares in Q2 2026, an estimated $13.1K.
Invesco QQQ Trust made up 0.18% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #55 holding.
Bryant Woods Investment Advisors first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 17 quarters since.
1,760 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.