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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

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

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. 4,021 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.
  • 4,021 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.