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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
2025
Q1 		– Sell
-6,000
Closed -$3.04M – 314
2024
Q4 		$3.04M Buy
+6,000
New +$3.03M 0.66% 30

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
AG
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
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. 2,100 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.
  • 2,100 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.