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CX Institutional’s Invesco QQQ Trust QQQ Stock Holding History

CX 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
Q3 		$3.58M Buy
4,844
+688
+17% +$492K 0.1% 194
2026
Q2 		$3.06M Buy
4,156
+1,323
+47% +$910K 0.09% 204
2026
Q1 		$1.64M Sell
2,833
-438
-13% -$266K 0.05% 280
2025
Q4 		$2.01M Buy
3,271
+249
+8% +$153K 0.06% 201
2025
Q3 		$1.81M Buy
3,022
+934
+45% +$535K 0.06% 214
2025
Q2 		$1.15M Sell
2,088
-1,372
-40% -$682K 0.04% 248
2025
Q1 		$1.62M Sell
3,460
-37
-1% -$18.8K 0.06% 210
2024
Q4 		$1.79M Buy
3,497
+1,007
+40% +$509K 0.07% 185
2024
Q3 		$1.22M Sell
2,490
-513
-17% -$243K 0.05% 258
2024
Q2 		$1.44M Buy
3,003
+239
+9% +$107K 0.07% 224
2024
Q1 		$1.23M Buy
2,764
+2,372
+605% +$1.02M 0.06% 249
2023
Q4 		$161K Sell
392
-2,649
-87% -$1.01M 0.01% 507
2023
Q3 		$1.09M Sell
3,041
-8
-0.3% -$2.97K 0.06% 240
2023
Q2 		$1.13M Sell
3,049
-915
-23% -$308K 0.06% 261
2023
Q1 		$1.27M Buy
3,964
+915
+30% +$270K 0.07% 259
2022
Q4 		$812K Buy
3,049
+216
+8% +$59.7K 0.05% 305
2022
Q3 		$757K Sell
2,833
-1,847
-39% -$557K 0.05% 300
2022
Q2 		$1.31M Sell
4,680
-5,714
-55% -$1.77M 0.1% 220
2022
Q1 		$3.77M Buy
+10,394
New +$3.69M 0.3% 97
2021
Q4 		– Sell
-15
Closed -$5K – 777
2021
Q3 		$5K Buy
+15
New +$5.52K ﹤0.01% 868
2021
Q2 		– Sell
-10
Closed -$3K – 967
2021
Q1 		$3K Buy
+10
New +$3.2K ﹤0.01% 816
2020
Q4 		– Sell
-3
Closed -$1K – 904
2020
Q3 		$1K Buy
+3
New +$814 ﹤0.01% 861
2019
Q1 		– Sell
-344
Closed -$53K – 814
2018
Q4 		$53K Buy
344
+326
+1,811% +$54.5K 0.01% 251
2018
Q3 		$3K Buy
+18
New +$3.26K ﹤0.01% 317

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

CX Institutional's QQQ Position: Q3 2026 in Review

CX Institutional increased its Invesco QQQ Trust (QQQ) stake by 17% in Q3 2026, buying an estimated $492K and bringing the position to 4,844 shares worth $3.58M. The position accounts for 0.1% of the portfolio, ranked #194.

CX Institutional first reported a position in QQQ in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.77M in Q1 2022. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • CX Institutional held 4,844 shares of Invesco QQQ Trust worth $3.58M as of Q3 2026.
  • CX Institutional bought 688 Invesco QQQ Trust shares in Q3 2026, an estimated $492K.
  • Invesco QQQ Trust made up 0.1% of CX Institutional's portfolio in Q3 2026, its #194 holding.
  • CX Institutional first reported a position in Invesco QQQ Trust in Q3 2018 and has held it in 24 quarters since.
  • CX Institutional's Invesco QQQ Trust position peaked at $3.77M in Q1 2022.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.