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Independent Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Independent Financial Group’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 		$143M Buy
194,302
+9,644
+5% +$6.64M 2.68% 2
2026
Q1 		$107M Sell
184,658
-8,164
-4% -$4.96M 2.39% 3
2025
Q4 		$118M Buy
192,822
+16,787
+10% +$10.3M 2.64% 3
2025
Q3 		$106M Buy
176,035
+2,930
+2% +$1.68M 2.54% 4
2025
Q2 		$95.5M Buy
173,105
+11,218
+7% +$5.58M 2.63% 3
2025
Q1 		$75.9M Buy
161,887
+34,634
+27% +$17.6M 2.61% 3
2024
Q4 		$65.1M Buy
127,253
+3,254
+3% +$1.65M 2.16% 6
2024
Q3 		$60.5M Sell
123,999
-4,441
-3% -$2.1M 2.23% 5
2024
Q2 		$61.5M Buy
128,440
+11,717
+10% +$5.27M 2.47% 4
2024
Q1 		$51.8M Buy
116,723
+84
+0.1% +$36K 2.38% 5
2023
Q4 		$47.8M Buy
116,639
+11,337
+11% +$4.3M 2.55% 4
2023
Q3 		$37.7M Buy
105,302
+403
+0.4% +$149K 2.45% 4
2023
Q2 		$38.8M Buy
104,899
+23,761
+29% +$8M 2.67% 4
2023
Q1 		$26M Buy
81,138
+5,084
+7% +$1.5M 2.08% 4
2022
Q4 		$20.3M Buy
76,054
+3,577
+5% +$989K 1.74% 7
2022
Q3 		$19.4M Buy
72,477
+5,367
+8% +$1.62M 1.76% 9
2022
Q2 		$18.8M Sell
67,110
-7,233
-10% -$2.24M 2.01% 5
2022
Q1 		$27M Buy
74,343
+7,969
+12% +$2.83M 2.19% 8
2021
Q4 		$26.4M Sell
66,374
-76
-0.1% -$29.3K 2.18% 7
2021
Q3 		$23.8M Buy
66,450
+6,690
+11% +$2.46M 2.43% 6
2021
Q2 		$21.2M Buy
59,760
+3,225
+6% +$1.08M 2.25% 6
2021
Q1 		$18M Buy
56,535
+13,818
+32% +$4.42M 2.33% 4
2020
Q4 		$13.4M Buy
42,717
+12,860
+43% +$3.78M 1.98% 6
2020
Q3 		$8.3M Buy
29,857
+881
+3% +$239K 1.56% 6
2020
Q2 		$7.17M Sell
28,976
-644
-2% -$144K 1.58% 6
2020
Q1 		$5.64M Buy
+29,620
New +$6.27M 1.66% 8

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Financial Group's QQQ Position: Q2 2026 in Review

Independent Financial Group increased its Invesco QQQ Trust (QQQ) stake by 5.2% in Q2 2026, buying an estimated $6.64M and bringing the position to 194,302 shares worth $143M. The position accounts for 2.68% of the portfolio, ranked #2.

Independent Financial Group first reported a position in QQQ in Q1 2020 and has held it in 26 quarters since. 3,859 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Independent Financial Group held 194,302 shares of Invesco QQQ Trust worth $143M as of Q2 2026.
  • Independent Financial Group bought 9,644 Invesco QQQ Trust shares in Q2 2026, an estimated $6.64M.
  • Invesco QQQ Trust made up 2.68% of Independent Financial Group's portfolio in Q2 2026, its #2 holding.
  • Independent Financial Group first reported a position in Invesco QQQ Trust in Q1 2020 and has held it in 26 quarters since.
  • 3,859 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.