Cyr Financial
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Cyr Financial’s Invesco QQQ Trust QQQ Stock Holding History

Cyr Financial’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 		$9.9M Buy
13,388
+688
+5% +$492K 4.81% 10
2026
Q2 		$9.35M Buy
12,700
+625
+5% +$430K 4.87% 10
2026
Q1 		$6.97M Buy
12,075
+864
+8% +$525K 4.1% 10
2025
Q4 		$6.89M Buy
11,211
+776
+7% +$476K 4.29% 10
2025
Q3 		$6.27M Buy
10,435
+122
+1% +$69.9K 4.28% 10
2025
Q2 		$5.69M Sell
10,313
-840
-8% -$418K 4.39% 10
2025
Q1 		$5.23M Buy
11,153
+80
+0.7% +$40.6K 4.67% 10
2024
Q4 		$5.66M Sell
11,073
-6,357
-36% -$3.22M 5.16% 7
2024
Q3 		$8.51M Buy
17,430
+533
+3% +$252K 7.94% 3
2024
Q2 		$8.1M Buy
+16,897
New +$7.6M 8.09% 3

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cyr Financial's QQQ Position: Q3 2026 in Review

Cyr Financial increased its Invesco QQQ Trust (QQQ) stake by 5.4% in Q3 2026, buying an estimated $492K and bringing the position to 13,388 shares worth $9.9M. The position accounts for 4.81% of the portfolio, ranked #10.

Cyr Financial first reported a position in QQQ in Q2 2024 and has held it in 10 quarters since. 3,616 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Cyr Financial held 13,388 shares of Invesco QQQ Trust worth $9.9M as of Q3 2026.
  • Cyr Financial bought 688 Invesco QQQ Trust shares in Q3 2026, an estimated $492K.
  • Invesco QQQ Trust made up 4.81% of Cyr Financial's portfolio in Q3 2026, its #10 holding.
  • Cyr Financial first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 10 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Cyr Financial's 13F filing for Q3 2026, filed 16 Oct 2026.