Helen Stephens Group
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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
Q3 		$2.09M Buy
2,820
+1,350
+92% +$965K 0.33% 32
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Helen Stephens Group's QQQ Position: Q3 2026 in Review

Helen Stephens Group increased its Invesco QQQ Trust (QQQ) stake by 92% in Q3 2026, buying an estimated $965K and bringing the position to 2,820 shares worth $2.09M. The position accounts for 0.33% of the portfolio, ranked #32.

Helen Stephens Group first reported a position in QQQ in Q4 2022 and has held it in 6 quarters since. 2,609 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Helen Stephens Group held 2,820 shares of Invesco QQQ Trust worth $2.09M as of Q3 2026.
  • Helen Stephens Group bought 1,350 Invesco QQQ Trust shares in Q3 2026, an estimated $965K.
  • Invesco QQQ Trust made up 0.33% of Helen Stephens Group's portfolio in Q3 2026, its #32 holding.
  • Helen Stephens Group first reported a position in Invesco QQQ Trust in Q4 2022 and has held it in 6 quarters since.
  • 2,609 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.