Investor's Fiduciary Advisor Network’s Invesco QQQ Trust QQQ Stock Holding History

Investor's Fiduciary Advisor Network’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	$10.8M	Sell	14,683 -2,075	-12%	-$1.43M	3.67%	4
2026 Q1	$9.67M	Sell	16,758 -49,409	-75%	-$30M	2.96%	4
2025 Q4	$40.6M	Buy	66,167 +48,457	+274%	+$29.7M	8.72%	1
2025 Q3	$10.6M	Sell	17,710 -152	-0.9%	-$87K	3.6%	4
2025 Q2	$9.85M	Sell	17,862 -24	-0.1%	-$11.9K	3.66%	4
2025 Q1	$8.39M	Sell	17,886 -522	-3%	-$265K	3.96%	3
2024 Q4	$9.41M	Buy	+18,408	New	+$9.31M	3.6%	4

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Investor's Fiduciary Advisor Network's QQQ Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Invesco QQQ Trust (QQQ) stake by 12% in Q2 2026, selling an estimated $1.43M and leaving 14,683 shares worth $10.8M. The position accounts for 3.67% of the portfolio, ranked #4.

Investor's Fiduciary Advisor Network first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.6M in Q4 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Investor's Fiduciary Advisor Network held 14,683 shares of Invesco QQQ Trust worth $10.8M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 2,075 Invesco QQQ Trust shares in Q2 2026, an estimated $1.43M.
Invesco QQQ Trust made up 3.67% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #4 holding.
Investor's Fiduciary Advisor Network first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Invesco QQQ Trust position peaked at $40.6M in Q4 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.