Kerntke Otto McGlone Wealth Management Group’s Invesco QQQ Trust QQQ Stock Holding History

Kerntke Otto McGlone Wealth Management 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	$222K	Sell	301 -52	-15%	-$35.8K	0.13%	88
2026 Q1	$204K	Sell	353 -4	-1%	-$2.43K	0.14%	85
2025 Q4	$219K	Buy	+357	New	+$219K	0.16%	81

Other funds holding QQQ

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's QQQ Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Invesco QQQ Trust (QQQ) stake by 15% in Q2 2026, selling an estimated $35.8K and leaving 301 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #88.

Kerntke Otto McGlone Wealth Management Group first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 3,031 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 301 shares of Invesco QQQ Trust worth $222K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 52 Invesco QQQ Trust shares in Q2 2026, an estimated $35.8K.
Invesco QQQ Trust made up 0.13% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #88 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
3,031 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.