Cypress Wealth Services’s Invesco QQQ Trust QQQ Stock Holding History

Cypress Wealth Services’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	$7.77M	Buy	10,553 +253	+2%	+$174K	0.95%	24
2026 Q1	$5.94M	Sell	10,300 -198	-2%	-$120K	0.84%	31
2025 Q4	$6.45M	Buy	10,498 +3,794	+57%	+$2.33M	0.89%	28
2025 Q3	$4.03M	Buy	6,704 +173	+3%	+$99.1K	0.66%	37
2025 Q2	$3.6M	Buy	6,531 +1,231	+23%	+$612K	0.64%	37
2025 Q1	$2.49M	Sell	5,300 -128	-2%	-$65K	0.5%	46
2024 Q4	$2.77M	Buy	5,428 +72	+1%	+$36.4K	0.56%	40
2024 Q3	$2.61M	Buy	5,356 +2	+0%	+$946	0.54%	41
2024 Q2	$2.57M	Sell	5,354 -477	-8%	-$215K	0.57%	39
2024 Q1	$2.59M	Sell	5,831 -355	-6%	-$152K	0.6%	38
2023 Q4	$2.53M	Sell	6,186 -6	-0.1%	-$2.28K	0.63%	37
2023 Q3	$2.22M	Buy	6,192 +303	+5%	+$112K	0.62%	40
2023 Q2	$2.25M	Buy	5,889 +4	+0.1%	+$1.35K	0.59%	37
2023 Q1	$1.89M	Sell	5,885 -311	-5%	-$91.8K	0.55%	43
2022 Q4	$1.65M	Buy	6,196 +478	+8%	+$132K	0.53%	45
2022 Q3	$1.54M	Sell	5,718 -292	-5%	-$88.1K	0.52%	46
2022 Q2	$1.69M	Sell	6,010 -393	-6%	-$122K	0.54%	47
2022 Q1	$2.32M	Sell	6,403 -45	-0.7%	-$16K	0.63%	40
2021 Q4	$2.56M	Sell	6,448 -31	-0.5%	-$12K	0.7%	41
2021 Q3	$2.32M	Sell	6,479 -2,473	-28%	-$911K	0.69%	39
2021 Q2	$3.17M	Sell	8,952 -10,882	-55%	-$3.66M	0.87%	32
2021 Q1	$6.33M	Sell	19,834 -5,035	-20%	-$1.61M	1.32%	19
2020 Q4	$7.8M	Buy	+24,869	New	+$7.3M	1.74%	11
2020 Q3	–	Sell	-41,552	Closed	-$11.3M	–	444
2020 Q2	$10.3M	Buy	41,552 +4,189	+11%	+$939K	2.45%	4
2020 Q1	$7.11M	Buy	37,363 +1,417	+4%	+$300K	2.09%	7
2019 Q4	$7.64M	Sell	35,946 -1,324	-4%	-$265K	1.93%	6
2019 Q3	$7.04M	Buy	37,270 +2,434	+7%	+$461K	1.93%	6
2019 Q2	$6.5M	Sell	34,836 -3,846	-10%	-$708K	1.88%	8
2019 Q1	$6.95M	Buy	38,682 +6,397	+20%	+$1.09M	2.2%	3
2018 Q4	$4.98M	Sell	32,285 -1,500	-4%	-$251K	1.97%	9
2018 Q3	$6.28M	Buy	33,785 +1,477	+5%	+$267K	2.25%	5
2018 Q2	$5.55M	Buy	32,308 +4,999	+18%	+$838K	2.11%	4
2018 Q1	$4.37M	Sell	27,309 -376	-1%	-$62.1K	1.87%	12
2017 Q4	$4.31M	Buy	+27,685	New	+$4.23M	1.79%	16

Other funds holding QQQ

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Cypress Wealth Services's QQQ Position: Q2 2026 in Review

Cypress Wealth Services increased its Invesco QQQ Trust (QQQ) stake by 2.5% in Q2 2026, buying an estimated $174K and bringing the position to 10,553 shares worth $7.77M. The position accounts for 0.95% of the portfolio, ranked #24.

Cypress Wealth Services first reported a position in QQQ in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.3M in Q2 2020. 2,179 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Cypress Wealth Services held 10,553 shares of Invesco QQQ Trust worth $7.77M as of Q2 2026.
Cypress Wealth Services bought 253 Invesco QQQ Trust shares in Q2 2026, an estimated $174K.
Invesco QQQ Trust made up 0.95% of Cypress Wealth Services's portfolio in Q2 2026, its #24 holding.
Cypress Wealth Services first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's Invesco QQQ Trust position peaked at $10.3M in Q2 2020.
2,179 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.