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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
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

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

IFG Advisors's QQQ Position: Q2 2026 in Review

IFG Advisors reduced its Invesco QQQ Trust (QQQ) stake by 0.59% in Q2 2026, selling an estimated $261K and leaving 64,281 shares worth $47.3M. The position accounts for 6.53% of the portfolio, ranked #5.

IFG Advisors first reported a position in QQQ in Q3 2019 and has held it in 28 quarters since. 1,995 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • IFG Advisors held 64,281 shares of Invesco QQQ Trust worth $47.3M as of Q2 2026.
  • IFG Advisors sold 379 Invesco QQQ Trust shares in Q2 2026, an estimated $261K.
  • Invesco QQQ Trust made up 6.53% of IFG Advisors's portfolio in Q2 2026, its #5 holding.
  • IFG Advisors first reported a position in Invesco QQQ Trust in Q3 2019 and has held it in 28 quarters since.
  • 1,995 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.