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Camelot Technology Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Camelot Technology 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
2024
Q4 		– Sell
-1,000
Closed -$109K – 62
2024
Q3 		$109K Hold
1,000
– – 0.1% 62
2024
Q2 		$107K Hold
1,000
– – 0.1% 59
2024
Q1 		$82.2K Hold
1,000
– – 0.08% 61
2023
Q4 		$59K Buy
+1,000
New +$380K 0.06% 58

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Camelot Technology Advisors's QQQ Position: Q2 2026 in Review

Camelot Technology Advisors increased its Invesco QQQ Trust (QQQ) stake by 47% in Q2 2026, buying an estimated $2.39M and bringing the position to 10,901 shares worth $8.03M. The position accounts for 5.4% of the portfolio, ranked #3.

Camelot Technology Advisors first reported a position in QQQ in Q4 2023 and has held it in 11 quarters since. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Camelot Technology Advisors held 10,901 shares of Invesco QQQ Trust worth $8.03M as of Q2 2026.
  • Camelot Technology Advisors bought 3,479 Invesco QQQ Trust shares in Q2 2026, an estimated $2.39M.
  • Invesco QQQ Trust made up 5.4% of Camelot Technology Advisors's portfolio in Q2 2026, its #3 holding.
  • Camelot Technology Advisors first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 11 quarters since.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.