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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

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

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. 4,002 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.
  • 4,002 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.