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

Cahill 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 		$3.47M Buy
4,714
+22
+0.5% +$15.1K 0.33% 53
2026
Q1 		$2.71M Sell
4,692
-193
-4% -$117K 0.29% 56
2025
Q4 		$3M Sell
4,885
-2
-0% -$1.23K 0.33% 53
2025
Q3 		$2.93M Sell
4,887
-284
-5% -$163K 0.33% 51
2025
Q2 		$2.85M Buy
5,171
+53
+1% +$26.4K 0.35% 48
2025
Q1 		$2.4M Buy
5,118
+94
+2% +$47.8K 0.33% 53
2024
Q4 		$2.57M Buy
5,024
+3,120
+164% +$1.58M 0.35% 49
2024
Q3 		$929K Buy
1,904
+45
+2% +$21.3K 0.13% 117
2024
Q2 		$891K Buy
1,859
+25
+1% +$11.2K 0.12% 131
2024
Q1 		$814K Sell
1,834
-245
-12% -$105K 0.11% 138
2023
Q4 		$851K Buy
2,079
+347
+20% +$132K 0.13% 130
2023
Q3 		$621K Buy
1,732
+1
+0.1% +$371 0.1% 147
2023
Q2 		$639K Buy
1,731
+469
+37% +$158K 0.1% 143
2023
Q1 		$405K Sell
1,262
-111
-8% -$32.8K 0.07% 166
2022
Q4 		$366K Sell
1,373
-34
-2% -$9.4K 0.07% 172
2022
Q3 		$376K Sell
1,407
-441
-24% -$133K 0.08% 167
2022
Q2 		$518K Sell
1,848
-357
-16% -$111K 0.11% 151
2022
Q1 		$799K Buy
2,205
+543
+33% +$193K 0.15% 129
2021
Q4 		$661K Buy
1,662
+111
+7% +$42.9K 0.13% 143
2021
Q3 		$555K Sell
1,551
-59
-4% -$21.7K 0.11% 150
2021
Q2 		$571K Buy
1,610
+109
+7% +$36.7K 0.13% 139
2021
Q1 		$479K Buy
+1,501
New +$480K 0.12% 140
2015
Q1 		– Sell
-2,040
Closed -$211K – 104
2014
Q4 		$211K Sell
2,040
-1,500
-42% -$152K 0.16% 101
2014
Q3 		$350K Sell
3,540
-225
-6% -$21.9K 0.28% 77
2014
Q2 		$354K Buy
3,765
+213
+6% +$19K 0.28% 80
2014
Q1 		$312K Buy
+3,552
New +$314K 0.27% 84

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

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

Cahill Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.47% in Q2 2026, buying an estimated $15.1K and bringing the position to 4,714 shares worth $3.47M. The position accounts for 0.33% of the portfolio, ranked #53.

Cahill Financial Advisors first reported a position in QQQ in Q1 2014 and has held it in 26 quarters since. 4,018 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cahill Financial Advisors held 4,714 shares of Invesco QQQ Trust worth $3.47M as of Q2 2026.
  • Cahill Financial Advisors bought 22 Invesco QQQ Trust shares in Q2 2026, an estimated $15.1K.
  • Invesco QQQ Trust made up 0.33% of Cahill Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Cahill Financial Advisors first reported a position in Invesco QQQ Trust in Q1 2014 and has held it in 26 quarters since.
  • 4,018 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.