Fischer Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Fischer Financial Services’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	$23.2M	Buy	31,392 +72	+0.2%	+$51.4K	5.72%	6
2026 Q2	$23.1M	Buy	31,320 +25,734	+461%	+$17.7M	5.79%	5
2026 Q1	$3.22M	Sell	5,586 -24,173	-81%	-$14.7M	1.08%	27
2025 Q4	$18.3M	Buy	29,759 +814	+3%	+$499K	4.84%	6
2025 Q3	$17.4M	Buy	28,945 +78	+0.3%	+$44.7K	4.68%	7
2025 Q2	$15.9M	Buy	28,867 +85	+0.3%	+$42.3K	4.67%	7
2025 Q1	$13.5M	Buy	28,782 +668	+2%	+$339K	4.35%	6
2024 Q4	$14.4M	Buy	+28,114	New	+$14.2M	4.53%	7

Other funds holding QQQ

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Fischer Financial Services's QQQ Position: Q3 2026 in Review

Fischer Financial Services increased its Invesco QQQ Trust (QQQ) stake by 0.23% in Q3 2026, buying an estimated $51.4K and bringing the position to 31,392 shares worth $23.2M. The position accounts for 5.72% of the portfolio, ranked #6.

Fischer Financial Services first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 2,254 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

Fischer Financial Services held 31,392 shares of Invesco QQQ Trust worth $23.2M as of Q3 2026.
Fischer Financial Services bought 72 Invesco QQQ Trust shares in Q3 2026, an estimated $51.4K.
Invesco QQQ Trust made up 5.72% of Fischer Financial Services's portfolio in Q3 2026, its #6 holding.
Fischer Financial Services first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
2,254 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.