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Dupree Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Dupree Financial Group’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 		$331K Sell
447
-6,087
-93% -$4.35M 0.12% 67
2026
Q2 		$4.81M Buy
+6,534
New +$4.5M 1.8% 21

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Dupree Financial Group's QQQ Position: Q3 2026 in Review

Dupree Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 93% in Q3 2026, selling an estimated $4.35M and leaving 447 shares worth $331K. The position accounts for 0.12% of the portfolio, ranked #67.

Dupree Financial Group first reported a position in QQQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.81M in Q2 2026. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Dupree Financial Group held 447 shares of Invesco QQQ Trust worth $331K as of Q3 2026.
  • Dupree Financial Group sold 6,087 Invesco QQQ Trust shares in Q3 2026, an estimated $4.35M.
  • Invesco QQQ Trust made up 0.12% of Dupree Financial Group's portfolio in Q3 2026, its #67 holding.
  • Dupree Financial Group first reported a position in Invesco QQQ Trust in Q2 2026 and has held it in 2 quarters since.
  • Dupree Financial Group's Invesco QQQ Trust position peaked at $4.81M in Q2 2026.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.