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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 4,006 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.
4,006 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.