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Ervin Investment Management’s Invesco QQQ Trust QQQ Stock Holding History

Ervin Investment Management’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 		$255K Buy
+346
New +$238K 0.14% 43
2026
Q1 		– Sell
-346
Closed -$213K – 48
2025
Q4 		$213K Buy
+346
New +$212K 0.12% 43

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ervin Investment Management's QQQ Position: Q2 2026 in Review

Ervin Investment Management opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 346 shares worth $255K. The stake represents 0.14% of the portfolio and ranks #43 among its holdings. This is a return to the name: Ervin Investment Management previously reported a position in QQQ as recently as Q4 2025.

Ervin Investment Management first reported a position in QQQ in Q4 2025 and has held it in 2 quarters since. 1,326 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Ervin Investment Management held 346 shares of Invesco QQQ Trust worth $255K as of Q2 2026.
  • Invesco QQQ Trust was a new Ervin Investment Management position in Q2 2026.
  • Invesco QQQ Trust made up 0.14% of Ervin Investment Management's portfolio in Q2 2026, its #43 holding.
  • Ervin Investment Management first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Ervin Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.