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DHJJ Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

DHJJ Financial Advisors’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 		$40.8M Buy
55,467
+112
+0.2% +$77.1K 11.77% 1
2026
Q1 		$31.9M Sell
55,355
-402
-0.7% -$244K 10.59% 1
2025
Q4 		$34.3M Sell
55,757
-1,435
-3% -$881K 11.38% 1
2025
Q3 		$34.3M Buy
57,192
+287
+0.5% +$164K 11.65% 1
2025
Q2 		$31.4M Sell
56,905
-266
-0.5% -$132K 11.34% 1
2025
Q1 		$26.8M Sell
57,171
-803
-1% -$408K 10.8% 1
2024
Q4 		$29.6M Sell
57,974
-647
-1% -$327K 11.54% 1
2024
Q3 		$28.6M Buy
58,621
+325
+0.6% +$154K 11.32% 1
2024
Q2 		$27.9M Buy
58,296
+268
+0.5% +$121K 11.8% 1
2024
Q1 		$25.8M Sell
58,028
-353
-0.6% -$151K 11.4% 1
2023
Q4 		$23.9M Sell
58,381
-859
-1% -$326K 11.18% 1
2023
Q3 		$21.2M Sell
59,240
-1,302
-2% -$483K 10.78% 1
2023
Q2 		$22.4M Sell
60,542
-1,554
-3% -$523K 11.64% 1
2023
Q1 		$19.9M Sell
62,096
-936
-1% -$276K 10.81% 1
2022
Q4 		$16.7M Sell
63,032
-1,960
-3% -$542K 9.59% 1
2022
Q3 		$17.4M Buy
64,992
+485
+0.8% +$146K 10.15% 1
2022
Q2 		$18.1M Buy
64,507
+746
+1% +$232K 10.11% 1
2022
Q1 		$23.1M Buy
63,761
+101
+0.2% +$35.9K 11.08% 1
2021
Q4 		$25.4M Sell
63,660
-1,555
-2% -$600K 11.9% 1
2021
Q3 		$23.4M Sell
65,215
-202
-0.3% -$74.4K 12.08% 1
2021
Q2 		$23.1M Sell
65,417
-657
-1% -$221K 12.22% 1
2021
Q1 		$21.1M Sell
66,074
-2,167
-3% -$693K 12.22% 1
2020
Q4 		$21.4M Buy
+68,241
New +$20M 13.46% 1

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DHJJ Financial Advisors's QQQ Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.2% in Q2 2026, buying an estimated $77.1K and bringing the position to 55,467 shares worth $40.8M. The position accounts for 11.77% of the portfolio, ranked #1.

DHJJ Financial Advisors first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • DHJJ Financial Advisors held 55,467 shares of Invesco QQQ Trust worth $40.8M as of Q2 2026.
  • DHJJ Financial Advisors bought 112 Invesco QQQ Trust shares in Q2 2026, an estimated $77.1K.
  • Invesco QQQ Trust made up 11.77% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • DHJJ Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.