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Crumly & Associates’s Invesco QQQ Trust QQQ Stock Holding History

Crumly & Associates’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 		$2.2M Buy
2,990
+10
+0.3% +$6.88K 0.42% 48
2026
Q1 		$1.72M Buy
2,980
+2
+0.1% +$1.22K 0.36% 56
2025
Q4 		$1.83M Buy
2,978
+724
+32% +$444K 0.38% 54
2025
Q3 		$1.35M Buy
2,254
+912
+68% +$522K 0.3% 60
2025
Q2 		$741K Buy
1,342
+2
+0.1% +$995 0.18% 77
2025
Q1 		$629K Sell
1,340
-93
-6% -$47.3K 0.17% 79
2024
Q4 		$733K Buy
1,433
+15
+1% +$7.59K 0.2% 74
2024
Q3 		$692K Sell
1,418
-13
-0.9% -$6.15K 0.19% 74
2024
Q2 		$686K Buy
1,431
+200
+16% +$90K 0.2% 70
2024
Q1 		$547K Hold
1,231
– – 0.14% 97
2023
Q4 		$504K Hold
1,231
– – 0.15% 92
2023
Q3 		$441K Sell
1,231
-97
-7% -$36K 0.17% 74
2023
Q2 		$491K Hold
1,328
– – 0.2% 73
2023
Q1 		$426K Hold
1,328
– – 0.19% 76
2022
Q4 		$354K Hold
1,328
– – 0.13% 72
2022
Q3 		$355K Hold
1,328
– – 0.15% 81
2022
Q2 		$372K Sell
1,328
-2,828
-68% -$878K 0.15% 81
2022
Q1 		$1.51M Sell
4,156
-384
-8% -$136K 0.56% 36
2021
Q4 		$1.6M Sell
4,540
-4,188
-48% -$1.62M 0.63% 34
2021
Q3 		$3.12M Sell
8,728
-214
-2% -$78.8K 1.45% 19
2021
Q2 		$3.17M Sell
8,942
-560
-6% -$188K 1.54% 21
2021
Q1 		$3.03M Sell
9,502
-109
-1% -$34.9K 1.77% 19
2020
Q4 		$3.13M Sell
9,611
-11,419
-54% -$3.35M 2.19% 16
2020
Q3 		$5.84M Sell
21,030
-11,220
-35% -$3.04M 4.99% 5
2020
Q2 		$7.99M Buy
+32,250
New +$7.23M 7.48% 5

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

Crumly & Associates's QQQ Position: Q2 2026 in Review

Crumly & Associates increased its Invesco QQQ Trust (QQQ) stake by 0.34% in Q2 2026, buying an estimated $6.88K and bringing the position to 2,990 shares worth $2.2M. The position accounts for 0.42% of the portfolio, ranked #48.

Crumly & Associates first reported a position in QQQ in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.99M in Q2 2020. 1,223 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Crumly & Associates held 2,990 shares of Invesco QQQ Trust worth $2.2M as of Q2 2026.
  • Crumly & Associates bought 10 Invesco QQQ Trust shares in Q2 2026, an estimated $6.88K.
  • Invesco QQQ Trust made up 0.42% of Crumly & Associates's portfolio in Q2 2026, its #48 holding.
  • Crumly & Associates first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 25 quarters since.
  • Crumly & Associates's Invesco QQQ Trust position peaked at $7.99M in Q2 2020.
  • 1,223 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.