Copper Harbor Investment Advisors, LLC’s Invesco QQQ Trust QQQ Stock Holding History

Copper Harbor Investment Advisors, LLC’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	$246K	Buy	+334	New	+$230K	0.05%	89

Other funds holding QQQ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's QQQ Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 334 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #89 among its holdings.

1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Copper Harbor Investment Advisors, LLC held 334 shares of Invesco QQQ Trust worth $246K as of Q2 2026.
Invesco QQQ Trust was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Invesco QQQ Trust made up 0.05% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #89 holding.
1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.