FFA
QQQ icon

Fortune Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Fortune Financial 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
Q2 		$670K Hold
910
– – 0.29% 79
2026
Q1 		$525K Sell
910
-94
-9% -$57.1K 0.27% 83
2025
Q4 		$617K Buy
1,004
+28
+3% +$17.2K 0.42% 58
2025
Q3 		$586K Hold
976
– – 0.44% 59
2025
Q2 		$538K Sell
976
-157
-14% -$78.1K 0.43% 59
2025
Q1 		$531K Buy
1,133
+372
+49% +$189K 0.46% 58
2024
Q4 		$389K Hold
761
– – 0.35% 66
2024
Q3 		$371K Sell
761
-10
-1% -$4.73K 0.34% 66
2024
Q2 		$369K Buy
771
+4
+0.5% +$1.8K 0.23% 97
2024
Q1 		$340K Sell
767
-8
-1% -$3.43K 0.22% 103
2023
Q4 		$317K Sell
775
-90
-10% -$34.2K 0.22% 97
2023
Q3 		$310K Buy
865
+4
+0.5% +$1.48K 0.24% 93
2023
Q2 		$318K Buy
+861
New +$290K 0.24% 88

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

Fortune Financial Advisors's QQQ Position: Q2 2026 in Review

Fortune Financial Advisors held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 910 shares worth $670K. The position accounts for 0.29% of the portfolio, ranked #79.

Fortune Financial Advisors first reported a position in QQQ in Q2 2023 and has held it in 13 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Fortune Financial Advisors held 910 shares of Invesco QQQ Trust worth $670K as of Q2 2026.
  • Fortune Financial Advisors left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.29% of Fortune Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Fortune Financial Advisors first reported a position in Invesco QQQ Trust in Q2 2023 and has held it in 13 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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