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Key Client Fiduciary Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Key Client Fiduciary Advisors’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 		$6.78M Buy
9,211
+64
+0.7% +$44K 1.96% 13
2026
Q1 		$5.28M Buy
9,147
+334
+4% +$203K 1.79% 14
2025
Q4 		$5.41M Sell
8,813
-800
-8% -$491K 1.85% 13
2025
Q3 		$5.77M Buy
9,613
+331
+4% +$190K 1.91% 12
2025
Q2 		$5.12M Buy
9,282
+325
+4% +$162K 2.07% 12
2025
Q1 		$4.2M Buy
8,957
+692
+8% +$352K 1.91% 10
2024
Q4 		$4.23M Buy
8,265
+343
+4% +$173K 1.86% 11
2024
Q3 		$3.87M Buy
7,922
+618
+8% +$292K 1.73% 11
2024
Q2 		$3.5M Buy
7,304
+326
+5% +$147K 1.74% 11
2024
Q1 		$3.1M Buy
6,978
+50
+0.7% +$21.4K 1.64% 11
2023
Q4 		$2.84M Sell
6,928
-448
-6% -$170K 1.65% 13
2023
Q3 		$2.64M Buy
7,376
+629
+9% +$233K 1.62% 16
2023
Q2 		$2.49M Buy
6,747
+684
+11% +$230K 1.45% 16
2023
Q1 		$1.95M Buy
6,063
+704
+13% +$208K 1.21% 23
2022
Q4 		$1.43M Buy
5,359
+1,861
+53% +$515K 0.96% 27
2022
Q3 		$935K Buy
3,498
+269
+8% +$81.2K 0.85% 30
2022
Q2 		$905K Sell
3,229
-302
-9% -$93.7K 0.88% 27
2022
Q1 		$1.28M Buy
3,531
+563
+19% +$200K 1.01% 26
2021
Q4 		$1.18M Buy
+2,968
New +$1.15M 0.98% 29

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return