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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
2019
Q1 		– Sell
-1,200
Closed -$184K – 3187
2018
Q4 		$184K Sell
1,200
-100
-8% -$16.7K 0.01% 901
2018
Q3 		$242K Sell
1,300
-2,800
-68% -$507K 0.01% 979
2018
Q2 		$704K Buy
+4,100
New +$687K 0.03% 541
2018
Q1 		– Sell
-1,000
Closed -$156K – 3819
2017
Q4 		$156K Buy
+1,000
New +$153K 0.01% 1117

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.