IFG Advisors
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IFG Advisors’s Invesco QQQ Trust QQQ Stock Holding History

IFG 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
Q3 		$46.9M Sell
63,331
-950
-1% -$679K 6.42% 5
2026
Q2 		$47.3M Sell
64,281
-379
-0.6% -$261K 6.53% 5
2026
Q1 		$37.3M Sell
64,660
-40
-0.1% -$24.3K 6.11% 5
2025
Q4 		$39.7M Sell
64,700
-2,307
-3% -$1.42M 6.62% 5
2025
Q3 		$40.2M Sell
67,007
-4,243
-6% -$2.43M 6.56% 5
2025
Q2 		$39.3M Sell
71,250
-477
-0.7% -$237K 6.6% 5
2025
Q1 		$33.6M Sell
71,727
-2,235
-3% -$1.14M 6.48% 5
2024
Q4 		$37.8M Sell
73,962
-1,366
-2% -$691K 7.52% 2
2024
Q3 		$36.8M Sell
75,328
-19,931
-21% -$9.43M 7.86% 2
2024
Q2 		$45.6M Sell
95,259
-8,030
-8% -$3.61M 10.79% 2
2024
Q1 		$45.9M Buy
103,289
+4,570
+5% +$1.96M 11.87% 2
2023
Q4 		$40.4M Buy
98,719
+10,424
+12% +$3.96M 11.86% 2
2023
Q3 		$31.6M Buy
88,295
+4,066
+5% +$1.51M 11.24% 1
2023
Q2 		$31.1M Buy
84,229
+3,161
+4% +$1.06M 11.04% 1
2023
Q1 		$26M Buy
81,068
+3,729
+5% +$1.1M 10.24% 2
2022
Q4 		$20.6M Sell
77,339
-272
-0.4% -$75.2K 8.99% 3
2022
Q3 		$20.7M Buy
77,611
+1,932
+3% +$583K 10.5% 1
2022
Q2 		$21.2M Buy
75,679
+1,531
+2% +$475K 10.73% 1
2022
Q1 		$26.9M Buy
74,148
+1,708
+2% +$607K 11.88% 1
2021
Q4 		$28.8M Sell
72,440
-2,558
-3% -$988K 12.21% 1
2021
Q3 		$26.8M Buy
74,998
+215
+0.3% +$79.2K 12.31% 1
2021
Q2 		$26.5M Buy
74,783
+546
+0.7% +$184K 12.63% 1
2021
Q1 		$23.7M Buy
74,237
+304
+0.4% +$97.2K 12.96% 1
2020
Q4 		$23.2M Sell
73,933
-1,520
-2% -$446K 14.37% 1
2020
Q3 		$21M Sell
75,453
-494
-0.7% -$134K 14.83% 1
2020
Q2 		$18.8M Sell
75,947
-3,247
-4% -$728K 14.85% 1
2020
Q1 		$15.1M Buy
79,194
+15,116
+24% +$3.2M 14.9% 1
2019
Q4 		$13.6M Buy
64,078
+1,598
+3% +$320K 11.25% 2
2019
Q3 		$11.8M Buy
+62,480
New +$11.8M 10.98% 2

Other funds holding QQQ

Citigroup
Citigroup New York $308B AUM 40.94% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

IFG Advisors's QQQ Position: Q3 2026 in Review

IFG Advisors reduced its Invesco QQQ Trust (QQQ) stake by 1.5% in Q3 2026, selling an estimated $679K and leaving 63,331 shares worth $46.9M. The position accounts for 6.42% of the portfolio, ranked #5.

IFG Advisors first reported a position in QQQ in Q3 2019 and has held it in 29 quarters since. The position peaked at $47.3M in Q2 2026. 2,366 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • IFG Advisors held 63,331 shares of Invesco QQQ Trust worth $46.9M as of Q3 2026.
  • IFG Advisors sold 950 Invesco QQQ Trust shares in Q3 2026, an estimated $679K.
  • Invesco QQQ Trust made up 6.42% of IFG Advisors's portfolio in Q3 2026, its #5 holding.
  • IFG Advisors first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 29 quarters since.
  • IFG Advisors's Invesco QQQ Trust position peaked at $47.3M in Q2 2026.
  • 2,366 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.