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Farther Finance Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Farther Finance 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
Q3 		$1.55M Sell
2,100
-700
-25% -$500K 0.01% 890
2026
Q2 		$2.06M Sell
2,800
-900
-24% -$619K 0.02% 729
2026
Q1 		$2.16M Buy
+3,700
New +$2.25M 0.02% 613

Other funds holding QQQ

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
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
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's QQQ Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco QQQ Trust (QQQ) stake by 9.4% in Q3 2026, selling an estimated $13M and leaving 174,381 shares worth $129M. The position accounts for 0.91% of the portfolio, ranked #15.

Farther Finance Advisors first reported a position in QQQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $142M in Q2 2026. 153 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Farther Finance Advisors held 174,381 shares of Invesco QQQ Trust worth $129M as of Q3 2026.
  • Farther Finance Advisors sold 18,167 Invesco QQQ Trust shares in Q3 2026, an estimated $13M.
  • Invesco QQQ Trust made up 0.91% of Farther Finance Advisors's portfolio in Q3 2026, its #15 holding.
  • Farther Finance Advisors first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Invesco QQQ Trust position peaked at $142M in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.