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Comprehensive Financial Consultants Institutional’s Invesco QQQ Trust QQQ Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$10.1M Buy
13,775
+30
+0.2% +$20.6K 2.68% 1
2026
Q1 		$7.93M Sell
13,745
-843
-6% -$512K 2.36% 1
2025
Q4 		$8.96M Buy
14,588
+645
+5% +$396K 2.71% 1
2025
Q3 		$8.37M Buy
13,943
+607
+5% +$348K 2.59% 2
2025
Q2 		$7.36M Buy
13,336
+1,344
+11% +$668K 2.41% 2
2025
Q1 		$5.62M Buy
11,992
+3,969
+49% +$2.02M 2% 3
2024
Q4 		$4.1M Buy
8,023
+346
+5% +$175K 1.49% 14
2024
Q3 		$3.75M Buy
7,677
+14
+0.2% +$6.63K 1.37% 23
2024
Q2 		$3.67M Sell
7,663
-84
-1% -$37.8K 1.44% 20
2024
Q1 		$3.44M Buy
7,747
+86
+1% +$36.9K 1.43% 17
2023
Q4 		$3.14M Sell
7,661
-52
-0.7% -$19.7K 1.46% 17
2023
Q3 		$2.76M Sell
7,713
-264
-3% -$97.9K 1.45% 16
2023
Q2 		$3.05M Sell
7,977
-293
-4% -$98.6K 1.61% 9
2023
Q1 		$2.65M Buy
+8,270
New +$2.44M 1.5% 15
2022
Q4 		– Sell
-8,689
Closed -$2.4M – 167
2022
Q3 		$2.34M Sell
8,689
-742
-8% -$224K 1.54% 15
2022
Q2 		$2.7M Sell
9,431
-116
-1% -$36K 1.92% 6
2022
Q1 		$2.95M Buy
9,547
+111
+1% +$39.4K 2.05% 2
2021
Q4 		$3.26M Buy
+9,436
New +$3.64M 2.09% 3

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

Comprehensive Financial Consultants Institutional's QQQ Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Invesco QQQ Trust (QQQ) stake by 0.22% in Q2 2026, buying an estimated $20.6K and bringing the position to 13,775 shares worth $10.1M. The position accounts for 2.68% of the portfolio, ranked #1.

Comprehensive Financial Consultants Institutional first reported a position in QQQ in Q4 2021 and has held it in 18 quarters since. 881 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 13,775 shares of Invesco QQQ Trust worth $10.1M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 30 Invesco QQQ Trust shares in Q2 2026, an estimated $20.6K.
  • Invesco QQQ Trust made up 2.68% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #1 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 18 quarters since.
  • 881 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.