Founders Financial Alliance’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.32M Buy
9,943
+523
+6% +$360K 0.97% 20
2026
Q1
$5.44M Buy
9,420
+316
+3% +$192K 0.98% 21
2025
Q4
$5.59M Buy
9,104
+30
+0.3% +$18.4K 1.06% 21
2025
Q3
$5.45M Buy
9,074
+183
+2% +$105K 1.03% 19
2025
Q2
$4.9M Sell
8,891
-83
-0.9% -$41.3K 1.12% 15
2025
Q1
$4.21M Buy
8,974
+6,260
+231% +$3.18M 1.02% 17
2024
Q4
$1.39M Sell
2,714
-88
-3% -$44.5K 0.38% 57
2024
Q3
$1.37M Sell
2,802
-178
-6% -$84.2K 0.38% 59
2024
Q2
$1.43M Buy
2,980
+89
+3% +$40K 0.42% 52
2024
Q1
$1.28M Buy
2,891
+417
+17% +$179K 0.39% 59
2023
Q4
$1.01M Sell
2,474
-51
-2% -$19.4K 0.39% 57
2023
Q3
$905K Buy
2,525
+6
+0.2% +$2.23K 0.4% 57
2023
Q2
$931K Buy
2,519
+760
+43% +$256K 0.37% 64
2023
Q1
$560K Sell
1,759
-523
-23% -$154K 0.28% 84
2022
Q4
$608K Buy
2,282
+7
+0.3% +$1.94K 0.28% 83
2022
Q3
$608K Sell
2,275
-354
-13% -$107K 0.31% 76
2022
Q2
$737K Buy
2,629
+507
+24% +$157K 0.37% 72
2022
Q1
$769K Sell
2,122
-1,823
-46% -$647K 0.34% 71
2021
Q4
$1.57M Buy
3,945
+5
+0.1% +$1.93K 0.63% 34
2021
Q3
$1.41M Sell
3,940
-240
-6% -$88.4K 0.66% 34
2021
Q2
$1.48M Buy
4,180
+100
+2% +$33.6K 0.67% 34
2021
Q1
$1.31M Sell
4,080
-530
-11% -$169K 0.65% 32
2020
Q4
$1.44M Sell
4,610
-62
-1% -$18.2K 0.82% 27
2020
Q3
$1.32M Buy
+4,672
New +$1.27M 0.79% 25

Other funds holding QQQ

Founders Financial Alliance's QQQ Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco QQQ Trust (QQQ) stake by 5.6% in Q2 2026, buying an estimated $360K and bringing the position to 9,943 shares worth $7.32M. The position accounts for 0.97% of the portfolio, ranked #20.

Founders Financial Alliance first reported a position in QQQ in Q3 2020 and has held it in 24 quarters since. 3,990 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Founders Financial Alliance held 9,943 shares of Invesco QQQ Trust worth $7.32M as of Q2 2026.
  • Founders Financial Alliance bought 523 Invesco QQQ Trust shares in Q2 2026, an estimated $360K.
  • Invesco QQQ Trust made up 0.97% of Founders Financial Alliance's portfolio in Q2 2026, its #20 holding.
  • Founders Financial Alliance first reported a position in Invesco QQQ Trust in Q3 2020 and has held it in 24 quarters since.
  • 3,990 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.