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Key Financial Inc’s Invesco QQQ Trust QQQ Stock Holding History

Key Financial 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 		$1.87M Sell
2,544
-23
-0.9% -$15.8K 0.31% 60
2026
Q1 		$1.48M Buy
2,567
+237
+10% +$144K 0.26% 71
2025
Q4 		$1.43M Buy
2,330
+106
+5% +$65K 0.26% 73
2025
Q3 		$1.34M Buy
2,224
+201
+10% +$115K 0.25% 79
2025
Q2 		$1.12M Sell
2,023
-10
-0.5% -$4.97K 0.22% 85
2025
Q1 		$953K Buy
2,033
+264
+15% +$134K 0.21% 87
2024
Q4 		$904K Buy
1,769
+158
+10% +$79.9K 0.21% 92
2024
Q3 		$786K Sell
1,611
-23
-1% -$10.9K 0.17% 104
2024
Q2 		$783K Sell
1,634
-79
-5% -$35.5K 0.19% 97
2024
Q1 		$761K Sell
1,713
-39
-2% -$16.7K 0.19% 96
2023
Q4 		$718K Sell
1,752
-142
-7% -$53.9K 0.2% 94
2023
Q3 		$679K Sell
1,894
-95
-5% -$35.2K 0.23% 86
2023
Q2 		$735K Sell
1,989
-131
-6% -$44.1K 0.24% 79
2023
Q1 		$680K Sell
2,120
-10
-0.5% -$2.95K 0.25% 78
2022
Q4 		$569K Hold
2,130
– – 0.27% 69
2022
Q3 		$569K Buy
2,130
+1
+0% +$302 0.27% 69
2022
Q2 		$601K Buy
2,129
+407
+24% +$126K 0.33% 57
2022
Q1 		$624K Buy
1,722
+87
+5% +$30.9K 0.31% 60
2021
Q4 		$650K Hold
1,635
– – 0.33% 58
2021
Q3 		$585K Buy
1,635
+178
+12% +$65.6K 0.33% 60
2021
Q2 		$531K Buy
1,457
+109
+8% +$36.7K 0.3% 66
2021
Q1 		$430K Sell
1,348
-66
-5% -$21.1K 0.28% 73
2020
Q4 		$444K Buy
1,414
+230
+19% +$67.5K 0.33% 62
2020
Q3 		$329K Sell
1,184
-219
-16% -$59.4K 0.34% 75
2020
Q2 		$341K Buy
1,403
+39
+3% +$8.74K 0.39% 64
2020
Q1 		$262K Sell
1,364
-14
-1% -$2.96K 0.27% 74
2019
Q4 		$293K Buy
+1,378
New +$276K 0.27% 83

Other funds holding QQQ

AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 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

Key Financial Inc's QQQ Position: Q2 2026 in Review

Key Financial Inc reduced its Invesco QQQ Trust (QQQ) stake by 0.9% in Q2 2026, selling an estimated $15.8K and leaving 2,544 shares worth $1.87M. The position accounts for 0.31% of the portfolio, ranked #60.

Key Financial Inc first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 1,775 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Key Financial Inc held 2,544 shares of Invesco QQQ Trust worth $1.87M as of Q2 2026.
  • Key Financial Inc sold 23 Invesco QQQ Trust shares in Q2 2026, an estimated $15.8K.
  • Invesco QQQ Trust made up 0.31% of Key Financial Inc's portfolio in Q2 2026, its #60 holding.
  • Key Financial Inc first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 1,775 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.