Chickasaw Capital Management’s Invesco QQQ Trust QQQ Stock Holding History

Chickasaw Capital Management’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 Q3	$703K	Buy	+950	New	+$679K	0.03%	61

Other funds holding QQQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

F4L

Fortune 45 LLC Gonzales, Louisiana $246M AUM 18.1% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Chickasaw Capital Management's QQQ Position: Q3 2026 in Review

Chickasaw Capital Management opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 950 shares worth $703K. The stake represents 0.03% of the portfolio and ranks #61 among its holdings.

557 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Chickasaw Capital Management held 950 shares of Invesco QQQ Trust worth $703K as of Q3 2026.
Invesco QQQ Trust was a new Chickasaw Capital Management position in Q3 2026.
Invesco QQQ Trust made up 0.03% of Chickasaw Capital Management's portfolio in Q3 2026, its #61 holding.
557 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.