Cambridge Investment Research Advisors
QQQ icon

Cambridge Investment Research Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Cambridge Investment Research 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 		$929M Sell
1,261,786
-10,424
-0.8% -$7.17M 2.08% 4
2026
Q1 		$734M Sell
1,272,210
-48,398
-4% -$29.4M 1.89% 5
2025
Q4 		$811M Sell
1,320,608
-19,457
-1% -$11.9M 2.14% 4
2025
Q3 		$805M Buy
1,340,065
+18,046
+1% +$10.3M 2.21% 4
2025
Q2 		$729M Sell
1,322,019
-20,811
-2% -$10.4M 2.22% 4
2025
Q1 		$630M Buy
1,342,830
+14,017
+1% +$7.12M 2.12% 3
2024
Q4 		$679M Buy
1,328,813
+50,738
+4% +$25.7M 2.27% 4
2024
Q3 		$624M Buy
1,278,075
+2,549
+0.2% +$1.21M 2.12% 4
2024
Q2 		$611M Sell
1,275,526
-221,110
-15% -$99.4M 2.26% 4
2024
Q1 		$665M Buy
1,496,636
+38,471
+3% +$16.5M 2.56% 3
2023
Q4 		$597M Buy
1,458,165
+194,381
+15% +$73.8M 2.54% 3
2023
Q3 		$453M Buy
1,263,784
+88,471
+8% +$32.8M 2.11% 4
2023
Q2 		$434M Buy
1,175,313
+129,647
+12% +$43.6M 1.98% 4
2023
Q1 		$336M Sell
1,045,666
-39,156
-4% -$11.6M 1.65% 5
2022
Q4 		$289M Buy
1,084,822
+10,645
+1% +$2.94M 1.5% 5
2022
Q3 		$287M Buy
1,074,177
+63,320
+6% +$19.1M 1.62% 5
2022
Q2 		$283M Sell
1,010,857
-271,699
-21% -$84.3M 1.53% 6
2022
Q1 		$465M Sell
1,282,556
-52,005
-4% -$18.5M 2.14% 3
2021
Q4 		$531M Buy
1,334,561
+229,467
+21% +$88.6M 2.37% 3
2021
Q3 		$396M Buy
1,105,094
+89,437
+9% +$32.9M 1.95% 4
2021
Q2 		$360M Buy
1,015,657
+42,395
+4% +$14.3M 1.72% 4
2021
Q1 		$311M Sell
973,262
-120,109
-11% -$38.4M 1.69% 4
2020
Q4 		$343M Sell
1,093,371
-34,005
-3% -$9.98M 2.01% 4
2020
Q3 		$313M Buy
1,127,376
+145,172
+15% +$39.4M 2.11% 3
2020
Q2 		$243M Buy
982,204
+231,612
+31% +$51.9M 1.83% 5
2020
Q1 		$143M Sell
750,592
-28,208
-4% -$5.97M 1.37% 10
2019
Q4 		$166M Buy
778,800
+153,015
+24% +$30.6M 1.28% 6
2019
Q3 		$118M Buy
625,785
+22,871
+4% +$4.34M 1.04% 11
2019
Q2 		$113M Buy
602,914
+14,097
+2% +$2.59M 1.03% 11
2019
Q1 		$106M Buy
588,817
+5,558
+1% +$943K 1.01% 11
2018
Q4 		$90M Sell
583,259
-196,622
-25% -$32.9M 0.99% 11
2018
Q3 		$145M Buy
779,881
+135,210
+21% +$24.5M 1.38% 7
2018
Q2 		$111M Buy
644,671
+173,331
+37% +$29.1M 1.17% 9
2018
Q1 		$75.5M Buy
471,340
+68,626
+17% +$11.3M 0.85% 13
2017
Q4 		$62.7M Sell
402,714
-83,165
-17% -$12.7M 0.74% 14
2017
Q3 		$70.7M Buy
485,879
+26,055
+6% +$3.73M 0.95% 13
2017
Q2 		$63.3M Buy
459,824
+145,140
+46% +$20M 0.93% 13
2017
Q1 		$41.7M Sell
314,684
-42,806
-12% -$5.47M 0.71% 21
2016
Q4 		$42.4M Buy
357,490
+121,513
+51% +$14.3M 0.79% 17
2016
Q3 		$28M Buy
235,977
+5,999
+3% +$692K 0.52% 35
2016
Q2 		$24.7M Sell
229,978
-56,536
-20% -$6.11M 0.52% 39
2016
Q1 		$31.3M Sell
286,514
-79,077
-22% -$8.21M 0.71% 23
2015
Q4 		$40.9M Buy
365,591
+121,464
+50% +$13.5M 0.97% 16
2015
Q3 		$24.8M Buy
244,127
+4,628
+2% +$497K 0.71% 21
2015
Q2 		$25.6M Sell
239,499
-71,743
-23% -$7.8M 0.71% 20
2015
Q1 		$32.9M Sell
311,242
-51,090
-14% -$5.36M 0.94% 13
2014
Q4 		$37.4M Buy
362,332
+24,277
+7% +$2.45M 1.16% 9
2014
Q3 		$33.4M Buy
338,055
+78,743
+30% +$7.67M 0.98% 13
2014
Q2 		$24.4M Buy
259,312
+85,005
+49% +$7.59M 0.85% 17
2014
Q1 		$15.3M Buy
174,307
+7,703
+5% +$681K 0.58% 38
2013
Q4 		$14.7M Buy
166,604
+32,403
+24% +$2.7M 0.6% 32
2013
Q3 		$10.6M Buy
134,201
+39,399
+42% +$3M 0.46% 47
2013
Q2 		$6.76M Buy
+94,802
New +$6.77M 0.34% 60

Other funds holding QQQ

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Cambridge Investment Research Advisors's QQQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.82% in Q2 2026, selling an estimated $7.17M and leaving 1,261,786 shares worth $929M. The position accounts for 2.08% of the portfolio, ranked #4.

Cambridge Investment Research Advisors first reported a position in QQQ in Q2 2013 and has held it in 53 quarters since. 1,973 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,261,786 shares of Invesco QQQ Trust worth $929M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 10,424 Invesco QQQ Trust shares in Q2 2026, an estimated $7.17M.
  • Invesco QQQ Trust made up 2.08% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #4 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco QQQ Trust in Q2 2013 and has held it in 53 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.