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IFC Advisors’s Invesco QQQ Trust QQQ Stock Holding History

IFC Advisors’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 		$278K Sell
377
-99
-21% -$68.1K 0.04% 148
2026
Q1 		$275K Sell
476
-100
-17% -$60.8K 0.04% 129
2025
Q4 		$354K Sell
576
-461
-44% -$283K 0.05% 126
2025
Q3 		$623K Buy
1,037
+137
+15% +$78.5K 0.11% 97
2025
Q2 		$496K Buy
900
+362
+67% +$180K 0.09% 110
2025
Q1 		$252K Sell
538
-10
-2% -$5.08K 0.05% 141
2024
Q4 		$280K Buy
+548
New +$277K 0.06% 122

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFC Advisors's QQQ Position: Q2 2026 in Review

IFC Advisors reduced its Invesco QQQ Trust (QQQ) stake by 21% in Q2 2026, selling an estimated $68.1K and leaving 377 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #148.

IFC Advisors first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $623K in Q3 2025. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • IFC Advisors held 377 shares of Invesco QQQ Trust worth $278K as of Q2 2026.
  • IFC Advisors sold 99 Invesco QQQ Trust shares in Q2 2026, an estimated $68.1K.
  • Invesco QQQ Trust made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #148 holding.
  • IFC Advisors first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Invesco QQQ Trust position peaked at $623K in Q3 2025.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.