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Family Investment Center’s Invesco QQQ Trust QQQ Stock Holding History

Family Investment Center’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 		$1.96M Sell
2,666
-564
-17% -$388K 0.33% 29
2026
Q1 		$1.86M Buy
3,230
+191
+6% +$116K 0.36% 29
2025
Q4 		$1.87M Sell
3,039
-3
-0.1% -$1.84K 0.38% 29
2025
Q3 		$1.83M Sell
3,042
-47
-2% -$26.9K 0.38% 29
2025
Q2 		$1.7M Buy
3,089
+180
+6% +$89.5K 0.39% 27
2025
Q1 		$1.36M Buy
2,909
+124
+4% +$63K 0.33% 33
2024
Q4 		$1.42M Sell
2,785
-487
-15% -$246K 0.36% 30
2024
Q3 		$1.6M Sell
3,272
-20
-0.6% -$9.46K 0.4% 28
2024
Q2 		$1.58M Sell
3,292
-140
-4% -$63K 0.47% 26
2024
Q1 		$1.52M Buy
3,432
+441
+15% +$189K 0.49% 28
2023
Q4 		$1.22M Buy
2,991
+2,007
+204% +$762K 0.62% 22
2023
Q3 		$353K Buy
+984
New +$365K 0.21% 37

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Family Investment Center's QQQ Position: Q2 2026 in Review

Family Investment Center reduced its Invesco QQQ Trust (QQQ) stake by 17% in Q2 2026, selling an estimated $388K and leaving 2,666 shares worth $1.96M. The position accounts for 0.33% of the portfolio, ranked #29.

Family Investment Center first reported a position in QQQ in Q3 2023 and has held it in 12 quarters since. 2,853 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Family Investment Center held 2,666 shares of Invesco QQQ Trust worth $1.96M as of Q2 2026.
  • Family Investment Center sold 564 Invesco QQQ Trust shares in Q2 2026, an estimated $388K.
  • Invesco QQQ Trust made up 0.33% of Family Investment Center's portfolio in Q2 2026, its #29 holding.
  • Family Investment Center first reported a position in Invesco QQQ Trust in Q3 2023 and has held it in 12 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.