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Cypress Capital’s Invesco QQQ Trust QQQ Stock Holding History

Cypress 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
2026
Q2 		$268K Sell
363
-32
-8% -$22K 0.07% 93
2026
Q1 		$228K Buy
395
+1
+0.3% +$608 0.06% 88
2025
Q4 		$242K Sell
394
-62
-14% -$38K 0.07% 83
2025
Q3 		$274K Sell
456
-127
-22% -$72.7K 0.08% 79
2025
Q2 		$322K Buy
583
+107
+22% +$53.2K 0.09% 72
2025
Q1 		$223K Buy
476
+7
+1% +$3.56K 0.06% 75
2024
Q4 		$240K Buy
+469
New +$237K 0.07% 68
2024
Q3 		– Sell
-19
Closed -$9.13K – 287
2024
Q2 		$9.13K Buy
+19
New +$8.54K ﹤0.01% 198

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cypress Capital's QQQ Position: Q2 2026 in Review

Cypress Capital reduced its Invesco QQQ Trust (QQQ) stake by 8.1% in Q2 2026, selling an estimated $22K and leaving 363 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #93.

Cypress Capital first reported a position in QQQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $322K in Q2 2025. 897 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Cypress Capital held 363 shares of Invesco QQQ Trust worth $268K as of Q2 2026.
  • Cypress Capital sold 32 Invesco QQQ Trust shares in Q2 2026, an estimated $22K.
  • Invesco QQQ Trust made up 0.07% of Cypress Capital's portfolio in Q2 2026, its #93 holding.
  • Cypress Capital first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 8 quarters since.
  • Cypress Capital's Invesco QQQ Trust position peaked at $322K in Q2 2025.
  • 897 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.