Keystone Financial Services (Nebraska)’s Invesco QQQ Trust QQQ Stock Holding History

Keystone Financial Services (Nebraska)’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	$4.5M	Sell	6,113 -114	-2%	-$78.4K	2.7%	12
2026 Q1	$3.59M	Buy	6,227 +149	+2%	+$90.5K	2.42%	15
2025 Q4	$3.73M	Buy	6,078 +37	+0.6%	+$22.7K	2.54%	14
2025 Q3	$3.63M	Sell	6,041 -44	-0.7%	-$25.2K	2.54%	14
2025 Q2	$3.36M	Buy	6,085 +127	+2%	+$63.2K	2.55%	14
2025 Q1	$2.79M	Buy	5,958 +308	+5%	+$156K	2.37%	15
2024 Q4	$2.89M	Buy	+5,650	New	+$2.86M	2.65%	16

Other funds holding QQQ

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

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

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Keystone Financial Services (Nebraska)'s QQQ Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) reduced its Invesco QQQ Trust (QQQ) stake by 1.8% in Q2 2026, selling an estimated $78.4K and leaving 6,113 shares worth $4.5M. The position accounts for 2.7% of the portfolio, ranked #12.

Keystone Financial Services (Nebraska) first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Keystone Financial Services (Nebraska) held 6,113 shares of Invesco QQQ Trust worth $4.5M as of Q2 2026.
Keystone Financial Services (Nebraska) sold 114 Invesco QQQ Trust shares in Q2 2026, an estimated $78.4K.
Invesco QQQ Trust made up 2.7% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #12 holding.
Keystone Financial Services (Nebraska) first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.