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IFP Advisors’s Invesco QQQ Trust QQQ Stock Holding History

IFP 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 		$80M Buy
108,639
+13,892
+15% +$9.56M 1.44% 3
2026
Q1 		$54.7M Sell
94,747
-1,742
-2% -$1.06M 1.13% 8
2025
Q4 		$59.3M Buy
96,489
+3,535
+4% +$2.17M 1.33% 8
2025
Q3 		$55.8M Buy
92,954
+2,618
+3% +$1.5M 1.45% 5
2025
Q2 		$49.8M Sell
90,336
-40,033
-31% -$19.9M 1.42% 5
2025
Q1 		$61.1M Buy
130,369
+30,288
+30% +$15.4M 1.89% 2
2024
Q4 		$51.2M Sell
100,081
-6,152
-6% -$3.11M 1.68% 3
2024
Q3 		$51.9M Sell
106,233
-1,216
-1% -$575K 1.87% 2
2024
Q2 		$51.5M Buy
107,449
+30,563
+40% +$13.7M 2.04% 2
2024
Q1 		$34.1M Buy
76,886
+15,054
+24% +$6.45M 1.5% 3
2023
Q4 		$25.3M Buy
61,832
+3,095
+5% +$1.17M 1.2% 6
2023
Q3 		$21.1M Buy
58,737
+2,560
+5% +$949K 0.95% 9
2023
Q2 		$20.8M Buy
56,177
+10,443
+23% +$3.52M 0.87% 14
2023
Q1 		$7.9M Sell
45,734
-45,939
-50% -$13.6M 0.34% 56
2022
Q4 		$16M Sell
91,673
-47,010
-34% -$13M 0.43% 41
2022
Q3 		$24.2M Buy
138,683
+9,611
+7% +$2.9M 0.63% 14
2022
Q2 		$22.5M Hold
129,072
– – 0.72% 10
2022
Q1 		$22.5M Sell
129,072
-73,403
-36% -$26.1M 0.72% 10
2021
Q4 		$80.6M Buy
202,475
+55,032
+37% +$21.2M 1.58% 10
2021
Q3 		$52.8M Buy
147,443
+48,012
+48% +$17.7M 1.06% 11
2021
Q2 		$35.2M Sell
99,431
-21,719
-18% -$7.3M 0.73% 14
2021
Q1 		$38.7M Sell
121,150
-12,824
-10% -$4.1M 0.75% 15
2020
Q4 		$42M Sell
133,974
-2,225
-2% -$653K 1.7% 8
2020
Q3 		$37.9M Sell
136,199
-9,162
-6% -$2.48M 2.26% 6
2020
Q2 		$35.3M Buy
145,361
+16,239
+13% +$3.64M 2.8% 3
2020
Q1 		$24.8M Sell
129,122
-33,869
-21% -$7.17M 2.5% 2
2019
Q4 		$34.8M Sell
162,991
-2,578
-2% -$516K 2.61% 1
2019
Q3 		$30.9M Buy
+165,569
New +$31.4M 2.07% 3
2019
Q1 		$20.1M Sell
111,957
-130,976
-54% -$22.2M 2.75% 2
2018
Q4 		$37.2M Sell
242,933
-35,159
-13% -$5.88M 2.27% 1
2018
Q3 		$51.7M Sell
278,092
-5,973
-2% -$1.08M 2.11% 2
2018
Q2 		$48.8M Buy
284,065
+17,800
+7% +$2.98M 2.05% 2
2018
Q1 		$41.5M Buy
266,265
+1,000
+0.4% +$165K 1.88% 4
2017
Q4 		$41.3M Sell
265,265
-10,124
-4% -$1.55M 1.87% 4
2017
Q3 		$40.1M Buy
275,389
+1,469
+0.5% +$210K 1.59% 3
2017
Q2 		$37.7M Buy
273,920
+29,798
+12% +$4.1M 1.6% 3
2017
Q1 		$32.3M Buy
244,122
+4,725
+2% +$603K 1.41% 4
2016
Q4 		$28.4M Buy
239,397
+96,721
+68% +$11.4M 1.37% 4
2016
Q3 		$16.9M Sell
142,676
-5,643
-4% -$651K 0.88% 13
2016
Q2 		$15.9M Buy
148,319
+36,362
+32% +$3.93M 0.89% 12
2016
Q1 		$20.1M Sell
111,957
-69,949
-38% -$7.26M 2.75% 2
2015
Q4 		$20.3M Buy
+181,906
New +$20.3M 1.37% 3

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's QQQ Position: Q2 2026 in Review

IFP Advisors increased its Invesco QQQ Trust (QQQ) stake by 15% in Q2 2026, buying an estimated $9.56M and bringing the position to 108,639 shares worth $80M. The position accounts for 1.44% of the portfolio, ranked #3.

IFP Advisors first reported a position in QQQ in Q4 2015 and has held it in 42 quarters since. The position peaked at $80.6M in Q4 2021. 1,300 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • IFP Advisors held 108,639 shares of Invesco QQQ Trust worth $80M as of Q2 2026.
  • IFP Advisors bought 13,892 Invesco QQQ Trust shares in Q2 2026, an estimated $9.56M.
  • Invesco QQQ Trust made up 1.44% of IFP Advisors's portfolio in Q2 2026, its #3 holding.
  • IFP Advisors first reported a position in Invesco QQQ Trust in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Invesco QQQ Trust position peaked at $80.6M in Q4 2021.
  • 1,300 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.