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Greater Midwest Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Greater Midwest 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
2026
Q2 		$6.26M Buy
8,505
+248
+3% +$171K 3.12% 12
2026
Q1 		$4.77M Buy
8,257
+7,378
+839% +$4.48M 2.56% 14
2025
Q4 		$540K Buy
879
+226
+35% +$139K 0.3% 39
2025
Q3 		$392K Sell
653
-15
-2% -$8.59K 0.25% 41
2025
Q2 		$369K Sell
668
-103
-13% -$51.2K 0.28% 41
2025
Q1 		$362K Sell
771
-151
-16% -$76.7K 0.25% 43
2024
Q4 		$471K Sell
922
-62
-6% -$31.4K 0.3% 38
2024
Q3 		$480K Sell
984
-223
-18% -$106K 0.28% 43
2024
Q2 		$559K Sell
1,207
-28,681
-96% -$12.9M 0.35% 39
2024
Q1 		$13.3M Buy
+29,888
New +$12.8M 8.31% 3

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Greater Midwest Financial Group's QQQ Position: Q2 2026 in Review

Greater Midwest Financial Group increased its Invesco QQQ Trust (QQQ) stake by 3% in Q2 2026, buying an estimated $171K and bringing the position to 8,505 shares worth $6.26M. The position accounts for 3.12% of the portfolio, ranked #12.

Greater Midwest Financial Group first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.3M in Q1 2024. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Greater Midwest Financial Group held 8,505 shares of Invesco QQQ Trust worth $6.26M as of Q2 2026.
  • Greater Midwest Financial Group bought 248 Invesco QQQ Trust shares in Q2 2026, an estimated $171K.
  • Invesco QQQ Trust made up 3.12% of Greater Midwest Financial Group's portfolio in Q2 2026, its #12 holding.
  • Greater Midwest Financial Group first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
  • Greater Midwest Financial Group's Invesco QQQ Trust position peaked at $13.3M in Q1 2024.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.