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

Financial Guidance 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 		$23.7M Buy
32,154
+357
+1% +$246K 8.86% 1
2026
Q1 		$18.4M Buy
31,797
+1,009
+3% +$613K 7.38% 1
2025
Q4 		$18.9M Buy
30,788
+742
+2% +$455K 7.74% 1
2025
Q3 		$18M Buy
30,046
+777
+3% +$445K 8.09% 1
2025
Q2 		$16.1M Buy
29,269
+1,777
+6% +$884K 7.84% 1
2025
Q1 		$12.9M Buy
27,492
+496
+2% +$252K 6.96% 2
2024
Q4 		$13.8M Buy
26,996
+925
+4% +$468K 7.56% 2
2024
Q3 		$12.7M Buy
26,071
+1,134
+5% +$537K 7.43% 2
2024
Q2 		$11.9M Buy
24,937
+2,848
+13% +$1.28M 7.34% 2
2024
Q1 		$9.81M Buy
22,089
+190
+0.9% +$81.5K 6.37% 3
2023
Q4 		$8.97M Sell
21,899
-585
-3% -$222K 6.23% 3
2023
Q3 		$8.06M Buy
22,484
+397
+2% +$147K 6.06% 5
2023
Q2 		$8.16M Buy
22,087
+86
+0.4% +$29K 6% 4
2023
Q1 		$7.06M Buy
22,001
+272
+1% +$80.3K 5.37% 5
2022
Q4 		$5.79M Buy
21,729
+420
+2% +$116K 4.71% 7
2022
Q3 		$5.7M Buy
21,309
+1,626
+8% +$491K 4.57% 6
2022
Q2 		$5.52M Sell
19,683
-15,346
-44% -$4.76M 4.34% 8
2022
Q1 		$12.7M Buy
+35,029
New +$12.4M 8.73% 3

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

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

Financial Guidance Group increased its Invesco QQQ Trust (QQQ) stake by 1.1% in Q2 2026, buying an estimated $246K and bringing the position to 32,154 shares worth $23.7M. The position accounts for 8.86% of the portfolio, ranked #1.

Financial Guidance Group first reported a position in QQQ in Q1 2022 and has held it in 18 quarters since. 2,113 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Financial Guidance Group held 32,154 shares of Invesco QQQ Trust worth $23.7M as of Q2 2026.
  • Financial Guidance Group bought 357 Invesco QQQ Trust shares in Q2 2026, an estimated $246K.
  • Invesco QQQ Trust made up 8.86% of Financial Guidance Group's portfolio in Q2 2026, its #1 holding.
  • Financial Guidance Group first reported a position in Invesco QQQ Trust in Q1 2022 and has held it in 18 quarters since.
  • 2,113 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.