Helen Stephens Group’s Invesco QQQ Trust QQQ Stock Holding History

Helen Stephens 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	$1.08M	Sell	1,470 -3	-0.2%	-$2.06K	0.18%	52
2026 Q1	$850K	Buy	+1,473	New	+$895K	0.17%	61
2025 Q4	–	Sell	-419	Closed	-$252K	–	123
2025 Q3	$252K	Buy	+419	New	+$240K	0.06%	97
2023 Q2	–	Sell	-1,254	Closed	-$402K	–	74
2023 Q1	$402K	Buy	1,254 +206	+20%	+$60.8K	0.21%	53
2022 Q4	$279K	Buy	+1,048	New	+$290K	0.17%	62

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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 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

Helen Stephens Group's QQQ Position: Q2 2026 in Review

Helen Stephens Group reduced its Invesco QQQ Trust (QQQ) stake by 0.2% in Q2 2026, selling an estimated $2.06K and leaving 1,470 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #52.

Helen Stephens Group first reported a position in QQQ in Q4 2022 and has held it in 5 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Helen Stephens Group held 1,470 shares of Invesco QQQ Trust worth $1.08M as of Q2 2026.
Helen Stephens Group sold 3 Invesco QQQ Trust shares in Q2 2026, an estimated $2.06K.
Invesco QQQ Trust made up 0.18% of Helen Stephens Group's portfolio in Q2 2026, its #52 holding.
Helen Stephens Group first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 5 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.