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Keystone Financial Group (Georgia)’s Invesco QQQ Trust QQQ Stock Holding History

Keystone Financial Group (Georgia)’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 		$14.9K Hold
20
– – 0.01% 106
2026
Q1 		$11.7K Buy
20
+5
+33% +$3.04K 0.01% 111
2025
Q4 		$9.28K Hold
15
– – ﹤0.01% 113
2025
Q3 		$9.05K Hold
15
– – 0.01% 110
2025
Q2 		$8.45K Hold
15
– – 0.01% 124
2025
Q1 		$7.24K Hold
15
– – 0.01% 127
2024
Q4 		$7.68K Buy
+15
New +$7.59K 0.01% 130

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

Keystone Financial Group (Georgia)'s QQQ Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 20 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #106.

Keystone Financial Group (Georgia) first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Keystone Financial Group (Georgia) held 20 shares of Invesco QQQ Trust worth $14.9K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.01% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #106 holding.
  • Keystone Financial Group (Georgia) first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.