GER Loftin Wealth Advisors LLC’s Invesco QQQ Trust QQQ Stock Holding History

GER Loftin Wealth Advisors LLC’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	$12.1M	Buy	+16,294	New	+$11.6M	3.83%	9

Other funds holding QQQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's QQQ Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Invesco QQQ Trust (QQQ) in Q3 2026: 16,294 shares worth $12.1M. The stake represents 3.83% of the portfolio and ranks #9 among its holdings.

3,205 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

GER Loftin Wealth Advisors LLC held 16,294 shares of Invesco QQQ Trust worth $12.1M as of Q3 2026.
Invesco QQQ Trust was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Invesco QQQ Trust made up 3.83% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #9 holding.
3,205 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.