Kohmann Bosshard Financial Services’s Invesco QQQ Trust QQQ Stock Holding History

Kohmann Bosshard Financial Services’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	$2.15M	Buy	2,918 +1	+0%	+$688	0.18%	53
2026 Q1	$1.68M	Sell	2,917 -1	-0%	-$608	0.16%	58
2025 Q4	$1.79M	Sell	2,918 -3	-0.1%	-$1.84K	0.16%	64
2025 Q3	$1.75M	Buy	+2,921	New	+$1.67M	0.18%	61
2025 Q2	–	Sell	-2,826	Closed	-$1.33M	–	204
2025 Q1	$1.33M	Buy	+2,826	New	+$1.44M	0.16%	63
2024 Q4	–	Sell	-2,826	Closed	-$1.38M	–	761
2024 Q3	$1.38M	Buy	+2,826	New	+$1.34M	0.17%	63

Other funds holding QQQ

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

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

Kohmann Bosshard Financial Services's QQQ Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its Invesco QQQ Trust (QQQ) stake by 0.03% in Q2 2026, buying an estimated $688 and bringing the position to 2,918 shares worth $2.15M. The position accounts for 0.18% of the portfolio, ranked #53.

Kohmann Bosshard Financial Services first reported a position in QQQ in Q3 2024 and has held it in 6 quarters since. 1,628 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Kohmann Bosshard Financial Services held 2,918 shares of Invesco QQQ Trust worth $2.15M as of Q2 2026.
Kohmann Bosshard Financial Services bought 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
Invesco QQQ Trust made up 0.18% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #53 holding.
Kohmann Bosshard Financial Services first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 6 quarters since.
1,628 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.