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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 		$73.6K Buy
+100
New +$68.8K 0.01% 423
2021
Q1 		– Sell
-1,000
Closed -$14K – 299
2020
Q4 		$14K Sell
1,000
-29,448
-97% -$8.65M ﹤0.01% 287
2020
Q3 		$8.4M Buy
+30,448
New +$8.26M 2.15% 7

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
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
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

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. 1,761 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.
  • 1,761 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.