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Lauterbach Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Lauterbach Financial Advisors’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 		$3.27M Buy
4,441
+3
+0.1% +$2.06K 1.41% 14
2026
Q1 		$2.56M Sell
4,438
-698
-14% -$424K 1.25% 17
2025
Q4 		$3.15M Buy
5,136
+77
+2% +$47.3K 1.54% 11
2025
Q3 		$3.04M Sell
5,059
-79
-2% -$45.2K 1.53% 11
2025
Q2 		$2.83M Buy
5,138
+30
+0.6% +$14.9K 1.56% 11
2025
Q1 		$2.4M Sell
5,108
-1,324
-21% -$673K 1.49% 9
2024
Q4 		$3.29M Buy
6,432
+14
+0.2% +$7.08K 2% 9
2024
Q3 		$3.13M Buy
6,418
+13
+0.2% +$6.15K 1.91% 9
2024
Q2 		$2.87M Buy
6,405
+12
+0.2% +$5.4K 1.89% 8
2024
Q1 		$2.84M Buy
6,393
+787
+14% +$337K 1.86% 8
2023
Q4 		$2.3M Buy
5,606
+25
+0.4% +$9.49K 1.6% 9
2023
Q3 		$2M Buy
5,581
+108
+2% +$40K 1.57% 10
2023
Q2 		$2.02M Sell
5,473
-30
-0.5% -$10.1K 1.55% 10
2023
Q1 		$1.77M Buy
5,503
+207
+4% +$61.1K 1.43% 10
2022
Q4 		$1.41M Sell
5,296
-74
-1% -$20.5K 1.26% 11
2022
Q3 		$1.44M Sell
5,370
-37
-0.7% -$11.2K 1.46% 11
2022
Q2 		$1.52M Buy
5,407
+190
+4% +$59K 1.44% 11
2022
Q1 		$1.89M Buy
5,217
+76
+1% +$27K 1.72% 7
2021
Q4 		$2.04M Buy
+5,141
New +$1.98M 1.81% 7

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Lauterbach Financial Advisors's QQQ Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 0.07% in Q2 2026, buying an estimated $2.06K and bringing the position to 4,441 shares worth $3.27M. The position accounts for 1.41% of the portfolio, ranked #14.

Lauterbach Financial Advisors first reported a position in QQQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.29M in Q4 2024. 2,014 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Lauterbach Financial Advisors held 4,441 shares of Invesco QQQ Trust worth $3.27M as of Q2 2026.
  • Lauterbach Financial Advisors bought 3 Invesco QQQ Trust shares in Q2 2026, an estimated $2.06K.
  • Invesco QQQ Trust made up 1.41% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Lauterbach Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Invesco QQQ Trust position peaked at $3.29M in Q4 2024.
  • 2,014 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.