Congress Park Capital’s Invesco QQQ Trust QQQ Stock Holding History

Congress Park Capital’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 Q4	–	Hold	0	–	-$17.9M	–	123
2023 Q3	–	Hold	0	–	–	–	1
2023 Q2	–	Hold	0	–	–	–	1
2023 Q1	–	Hold	0	–	–	–	1
2022 Q4	–	Hold	0	–	–	–	64
2022 Q3	–	Hold	0	–	–	–	1
2022 Q2	–	Hold	0	–	–	–	1
2021 Q1	–	Sell	-10,000	Closed	-$3.14M	–	134
2020 Q4	$3.14M	Sell	10,000 -12,500	-56%	-$3.67M	1.86%	17
2020 Q3	$6.25M	Buy	+22,500	New	+$6.1M	3.87%	6

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Congress Park Capital's QQQ Position: Q2 2026 in Review

Congress Park Capital reduced its Invesco QQQ Trust (QQQ) stake by 14% in Q2 2026, selling an estimated $294K and leaving 2,591 shares worth $1.91M. The position accounts for 0.52% of the portfolio, ranked #41.

Congress Park Capital first reported a position in QQQ in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.24M in Q4 2024. 2,009 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Congress Park Capital held 2,591 shares of Invesco QQQ Trust worth $1.91M as of Q2 2026.
Congress Park Capital sold 427 Invesco QQQ Trust shares in Q2 2026, an estimated $294K.
Invesco QQQ Trust made up 0.52% of Congress Park Capital's portfolio in Q2 2026, its #41 holding.
Congress Park Capital first reported a position in Invesco QQQ Trust in Q3 2018 and has held it in 29 quarters since.
Congress Park Capital's Invesco QQQ Trust position peaked at $3.24M in Q4 2024.
2,009 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.