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Creative Financial Designs’s Invesco QQQ Trust QQQ Stock Holding History

Creative Financial Designs’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 		$17.9M Buy
24,254
+2,696
+13% +$1.85M 0.85% 31
2026
Q1 		$12.4M Buy
21,558
+674
+3% +$409K 0.76% 29
2025
Q4 		$12.8M Buy
20,884
+720
+4% +$442K 0.81% 29
2025
Q3 		$12.1M Buy
20,164
+467
+2% +$267K 0.81% 30
2025
Q2 		$10.9M Buy
19,697
+1,780
+10% +$885K 0.78% 30
2025
Q1 		$8.4M Sell
17,917
-597
-3% -$303K 0.67% 31
2024
Q4 		$9.46M Buy
18,514
+1,106
+6% +$559K 0.77% 28
2024
Q3 		$8.5M Sell
17,408
-1,793
-9% -$849K 0.72% 29
2024
Q2 		$9.2M Buy
19,201
+2,140
+13% +$962K 0.82% 27
2024
Q1 		$7.58M Sell
17,061
-1,326
-7% -$569K 0.72% 34
2023
Q4 		$7.53M Buy
18,387
+3,582
+24% +$1.36M 0.76% 31
2023
Q3 		$5.3M Sell
14,805
-493
-3% -$183K 0.62% 35
2023
Q2 		$5.65M Sell
15,298
-285
-2% -$95.9K 0.67% 35
2023
Q1 		$5M Buy
15,583
+295
+2% +$87K 0.65% 35
2022
Q4 		$4.07M Buy
15,288
+378
+3% +$105K 0.6% 38
2022
Q3 		$3.98M Buy
14,910
+762
+5% +$230K 0.65% 35
2022
Q2 		$3.96M Buy
14,148
+1,120
+9% +$348K 0.65% 37
2022
Q1 		$4.72M Buy
13,028
+1,441
+12% +$512K 0.72% 33
2021
Q4 		$4.61M Buy
11,587
+480
+4% +$185K 0.69% 33
2021
Q3 		$3.98M Buy
11,107
+518
+5% +$191K 0.66% 32
2021
Q2 		$3.75M Buy
10,589
+622
+6% +$209K 0.65% 34
2021
Q1 		$3.18M Buy
9,967
+9
+0.1% +$2.88K 0.62% 32
2020
Q4 		$3.12M Buy
9,958
+1,494
+18% +$439K 0.67% 35
2020
Q3 		$2.35M Sell
8,464
-513
-6% -$139K 0.58% 36
2020
Q2 		$2.22M Buy
8,977
+1,074
+14% +$241K 0.67% 28
2020
Q1 		$1.5M Sell
7,903
-6,336
-44% -$1.34M 0.77% 26
2019
Q4 		$3.08M Sell
14,239
-8,262
-37% -$1.65M 1.38% 19
2019
Q3 		$4.14M Buy
22,501
+2,265
+11% +$429K 2.23% 10
2019
Q2 		$3.84M Buy
20,236
+5,548
+38% +$1.02M 2.08% 11
2019
Q1 		$2.64M Buy
14,688
+1,953
+15% +$331K 1.58% 17
2018
Q4 		$1.96M Sell
12,735
-7
-0.1% -$1.17K 1.42% 16
2018
Q3 		$2.37M Buy
12,742
+1,824
+17% +$330K 1.36% 18
2018
Q2 		$1.87M Buy
10,918
+1,820
+20% +$305K 1.1% 23
2018
Q1 		$1.46M Sell
9,098
-352
-4% -$58.2K 0.93% 30
2017
Q4 		$1.47M Sell
9,450
-1,736
-16% -$265K 1% 27
2017
Q3 		$1.63M Buy
11,186
+870
+8% +$125K 0.93% 29
2017
Q2 		$1.42M Buy
10,316
+1,037
+11% +$143K 0.91% 31
2017
Q1 		$1.23M Buy
9,279
+112
+1% +$14.3K 0.88% 30
2016
Q4 		$1.09M Buy
+9,167
New +$1.08M 0.89% 32

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Creative Financial Designs's QQQ Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco QQQ Trust (QQQ) stake by 13% in Q2 2026, buying an estimated $1.85M and bringing the position to 24,254 shares worth $17.9M. The position accounts for 0.85% of the portfolio, ranked #31.

Creative Financial Designs first reported a position in QQQ in Q4 2016 and has held it in 39 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Creative Financial Designs held 24,254 shares of Invesco QQQ Trust worth $17.9M as of Q2 2026.
  • Creative Financial Designs bought 2,696 Invesco QQQ Trust shares in Q2 2026, an estimated $1.85M.
  • Invesco QQQ Trust made up 0.85% of Creative Financial Designs's portfolio in Q2 2026, its #31 holding.
  • Creative Financial Designs first reported a position in Invesco QQQ Trust in Q4 2016 and has held it in 39 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.