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

Fiduciary 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 Q2	$5.92M	Buy	8,041 +36	+0.4%	+$24.8K	0.67%	31
2026 Q1	$4.62M	Sell	8,005 -4,074	-34%	-$2.47M	0.61%	31
2025 Q4	$7.42M	Buy	12,079 +119	+1%	+$73K	1.05%	22
2025 Q3	$7.18M	Buy	11,960 +182	+2%	+$104K	1.13%	22
2025 Q2	$6.44M	Buy	11,778 +404	+4%	+$201K	1.16%	21
2025 Q1	$5.07M	Sell	11,374 -567	-5%	-$288K	1.1%	23
2024 Q4	$6.06M	Buy	11,941 +366	+3%	+$185K	1.32%	16
2024 Q3	$5.66M	Buy	11,575 +977	+9%	+$462K	1.3%	18
2024 Q2	$5.26M	Buy	+10,598	New	+$4.77M	1.27%	19

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Fiduciary Financial Group's QQQ Position: Q2 2026 in Review

Fiduciary Financial Group increased its Invesco QQQ Trust (QQQ) stake by 0.45% in Q2 2026, buying an estimated $24.8K and bringing the position to 8,041 shares worth $5.92M. The position accounts for 0.67% of the portfolio, ranked #31.

Fiduciary Financial Group first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.42M in Q4 2025. 2,081 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Fiduciary Financial Group held 8,041 shares of Invesco QQQ Trust worth $5.92M as of Q2 2026.
Fiduciary Financial Group bought 36 Invesco QQQ Trust shares in Q2 2026, an estimated $24.8K.
Invesco QQQ Trust made up 0.67% of Fiduciary Financial Group's portfolio in Q2 2026, its #31 holding.
Fiduciary Financial Group first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Invesco QQQ Trust position peaked at $7.42M in Q4 2025.
2,081 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.