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Independence Bank of Kentucky’s Invesco QQQ Trust QQQ Stock Holding History

Independence Bank of Kentucky’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 		$6.21M Sell
8,439
-166
-2% -$114K 0.7% 30
2026
Q1 		$4.97M Buy
8,605
+414
+5% +$252K 0.63% 34
2025
Q4 		$5.03M Buy
8,191
+690
+9% +$423K 0.63% 34
2025
Q3 		$4.5M Buy
7,501
+39
+0.5% +$22.3K 0.58% 36
2025
Q2 		$4.12M Buy
7,462
+499
+7% +$248K 0.58% 36
2025
Q1 		$3.27M Buy
6,963
+1,026
+17% +$521K 0.51% 41
2024
Q4 		$3.04M Buy
5,937
+1,648
+38% +$834K 0.47% 45
2024
Q3 		$2.09M Buy
4,289
+2,234
+109% +$1.06M 0.45% 50
2024
Q2 		$985K Buy
2,055
+25
+1% +$11.2K 0.26% 96
2024
Q1 		$901K Buy
2,030
+644
+46% +$276K 0.27% 96
2023
Q4 		$568K Buy
1,386
+176
+15% +$66.8K 0.2% 119
2023
Q3 		$434K Hold
1,210
– – 0.18% 128
2023
Q2 		$447K Sell
1,210
-33
-3% -$11.1K 0.18% 117
2023
Q1 		$399K Sell
1,243
-15
-1% -$4.43K 0.17% 121
2022
Q4 		$335K Sell
1,258
-975
-44% -$270K 0.15% 125
2022
Q3 		$597K Sell
2,233
-175
-7% -$52.8K 0.29% 94
2022
Q2 		$675K Sell
2,408
-28
-1% -$8.69K 0.3% 92
2022
Q1 		$883K Buy
2,436
+91
+4% +$32.3K 0.35% 80
2021
Q4 		$933K Hold
2,345
– – 0.38% 78
2021
Q3 		$839K Buy
2,345
+100
+4% +$36.8K 0.36% 81
2021
Q2 		$796K Hold
2,245
– – 0.35% 77
2021
Q1 		$716K Hold
2,245
– – 0.35% 76
2020
Q4 		$704K Buy
2,245
+90
+4% +$26.4K 0.36% 75
2020
Q3 		$599K Buy
2,155
+1,155
+116% +$313K 0.34% 80
2020
Q2 		$248K Buy
1,000
+705
+239% +$158K 0.16% 113
2020
Q1 		$56K Hold
295
– – 0.04% 180
2019
Q4 		$63K Hold
295
– – 0.04% 194
2019
Q3 		$56K Hold
295
– – 0.04% 190
2019
Q2 		$55K Hold
295
– – 0.04% 174
2019
Q1 		$53K Hold
295
– – 0.04% 171
2018
Q4 		$46K Hold
295
– – 0.04% 173
2018
Q3 		$55K Buy
+295
New +$53.4K 0.04% 173

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Independence Bank of Kentucky's QQQ Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Invesco QQQ Trust (QQQ) stake by 1.9% in Q2 2026, selling an estimated $114K and leaving 8,439 shares worth $6.21M. The position accounts for 0.7% of the portfolio, ranked #30.

Independence Bank of Kentucky first reported a position in QQQ in Q3 2018 and has held it in 32 quarters since. 2,803 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Independence Bank of Kentucky held 8,439 shares of Invesco QQQ Trust worth $6.21M as of Q2 2026.
  • Independence Bank of Kentucky sold 166 Invesco QQQ Trust shares in Q2 2026, an estimated $114K.
  • Invesco QQQ Trust made up 0.7% of Independence Bank of Kentucky's portfolio in Q2 2026, its #30 holding.
  • Independence Bank of Kentucky first reported a position in Invesco QQQ Trust in Q3 2018 and has held it in 32 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.