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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
2023
Q1 		– Sell
-2,400
Closed -$639K – 174
2022
Q4 		$639K Buy
+2,400
New +$664K 0.39% 93

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

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. 1,470 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.
  • 1,470 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.