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Kelman-Lazarov Inc’s Invesco QQQ Trust QQQ Stock Holding History

Kelman-Lazarov Inc’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 		$1.33M Sell
1,810
-69
-4% -$47.5K 0.17% 55
2026
Q1 		$1.08M Buy
1,879
+791
+73% +$481K 0.16% 59
2025
Q4 		$668K Buy
1,088
+315
+41% +$193K 0.1% 81
2025
Q3 		$464K Buy
+773
New +$443K 0.07% 91
2017
Q1 		– Sell
-1,128
Closed -$134K – 215
2016
Q4 		$134K Hold
1,128
– – 0.08% 125
2016
Q3 		$134K Sell
1,128
-195
-15% -$22.5K 0.08% 124
2016
Q2 		$143K Buy
1,323
+195
+17% +$21.1K 0.08% 122
2016
Q1 		$124K Buy
+1,128
New +$117K 0.07% 138

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kelman-Lazarov Inc's QQQ Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Invesco QQQ Trust (QQQ) stake by 3.7% in Q2 2026, selling an estimated $47.5K and leaving 1,810 shares worth $1.33M. The position accounts for 0.17% of the portfolio, ranked #55.

Kelman-Lazarov Inc first reported a position in QQQ in Q1 2016 and has held it in 8 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Kelman-Lazarov Inc held 1,810 shares of Invesco QQQ Trust worth $1.33M as of Q2 2026.
  • Kelman-Lazarov Inc sold 69 Invesco QQQ Trust shares in Q2 2026, an estimated $47.5K.
  • Invesco QQQ Trust made up 0.17% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #55 holding.
  • Kelman-Lazarov Inc first reported a position in Invesco QQQ Trust in Q1 2016 and has held it in 8 quarters since.
  • 4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.