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L.K. Benson & Company’s Invesco QQQ Trust QQQ Stock Holding History

L.K. Benson & Company’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 		$411K Hold
558
– – 0.12% 90
2026
Q1 		$322K Hold
558
– – 0.11% 94
2025
Q4 		$343K Buy
+558
New +$342K 0.17% 90

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

L.K. Benson & Company's QQQ Position: Q2 2026 in Review

L.K. Benson & Company held its Invesco QQQ Trust (QQQ) position steady in Q2 2026 at 558 shares worth $411K. The position accounts for 0.12% of the portfolio, ranked #90.

L.K. Benson & Company first reported a position in QQQ in Q4 2025 and has held it in 3 quarters since. 1,470 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • L.K. Benson & Company held 558 shares of Invesco QQQ Trust worth $411K as of Q2 2026.
  • L.K. Benson & Company left its Invesco QQQ Trust share count unchanged in Q2 2026.
  • Invesco QQQ Trust made up 0.12% of L.K. Benson & Company's portfolio in Q2 2026, its #90 holding.
  • L.K. Benson & Company first reported a position in Invesco QQQ Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,470 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.