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Kaufman Rossin Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Kaufman Rossin Wealth’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 		$531K Buy
734
+6
+0.8% +$4.13K 0.25% 44
2026
Q1 		$420K Buy
728
+1
+0.1% +$608 0.24% 51
2025
Q4 		$447K Buy
727
+71
+11% +$43.6K 0.23% 65
2025
Q3 		$394K Buy
656
+270
+70% +$155K 0.22% 67
2025
Q2 		$213K Buy
+386
New +$192K 0.13% 124

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

Kaufman Rossin Wealth's QQQ Position: Q2 2026 in Review

Kaufman Rossin Wealth increased its Invesco QQQ Trust (QQQ) stake by 0.82% in Q2 2026, buying an estimated $4.13K and bringing the position to 734 shares worth $531K. The position accounts for 0.25% of the portfolio, ranked #44.

Kaufman Rossin Wealth first reported a position in QQQ in Q2 2025 and has held it in 5 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Kaufman Rossin Wealth held 734 shares of Invesco QQQ Trust worth $531K as of Q2 2026.
  • Kaufman Rossin Wealth bought 6 Invesco QQQ Trust shares in Q2 2026, an estimated $4.13K.
  • Invesco QQQ Trust made up 0.25% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #44 holding.
  • Kaufman Rossin Wealth first reported a position in Invesco QQQ Trust in Q2 2025 and has held it in 5 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.