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Leelyn Smith’s Invesco QQQ Trust QQQ Stock Holding History

Leelyn Smith’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 		$7.13M Buy
9,676
+545
+6% +$375K 0.87% 26
2026
Q1 		$5.27M Sell
9,131
-231
-2% -$140K 0.74% 34
2025
Q4 		$5.75M Buy
9,362
+1,264
+16% +$776K 0.83% 28
2025
Q3 		$4.86M Buy
8,098
+507
+7% +$290K 0.73% 33
2025
Q2 		$4.19M Buy
7,591
+320
+4% +$159K 0.69% 36
2025
Q1 		$3.41M Sell
7,271
-932
-11% -$474K 0.61% 43
2024
Q4 		$4.19M Buy
8,203
+105
+1% +$53.1K 0.75% 36
2024
Q3 		$3.95M Sell
8,098
-40
-0.5% -$18.9K 0.71% 39
2024
Q2 		$3.9M Buy
8,138
+75
+0.9% +$33.7K 0.75% 34
2024
Q1 		$3.58M Buy
8,063
+276
+4% +$118K 0.72% 39
2023
Q4 		$3.19M Buy
7,787
+11
+0.1% +$4.18K 0.7% 41
2023
Q3 		$2.79M Sell
7,776
-62
-0.8% -$23K 0.68% 42
2023
Q2 		$2.9M Buy
7,838
+208
+3% +$70K 0.7% 40
2023
Q1 		$2.45M Sell
7,630
-112
-1% -$33K 0.63% 50
2022
Q4 		$2.06M Buy
7,742
+2,228
+40% +$616K 0.57% 58
2022
Q3 		$1.47M Sell
5,514
-2,195
-28% -$662K 0.51% 61
2022
Q2 		$2.16M Sell
7,709
-348
-4% -$108K 0.56% 51
2022
Q1 		$2.92M Buy
8,057
+59
+0.7% +$21K 0.76% 35
2021
Q4 		$3.18M Buy
7,998
+369
+5% +$142K 0.85% 26
2021
Q3 		$2.73M Buy
7,629
+437
+6% +$161K 0.79% 36
2021
Q2 		$2.55M Sell
7,192
-2,209
-23% -$743K 0.75% 37
2021
Q1 		$3M Buy
9,401
+7,967
+556% +$2.55M 0.89% 26
2020
Q4 		$2.88M Sell
1,434
-7,523
-84% -$2.21M 0.92% 22
2020
Q3 		$2.49M Buy
8,957
+240
+3% +$65.1K 0.88% 24
2020
Q2 		$2.16M Buy
8,717
+1,929
+28% +$432K 0.89% 22
2020
Q1 		$1.29M Sell
6,788
-7
-0.1% -$1.48K 0.69% 40
2019
Q4 		$1.45K Buy
+6,795
New +$1.36M 0.7% 39

Other funds holding QQQ

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
AG
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

Leelyn Smith's QQQ Position: Q2 2026 in Review

Leelyn Smith increased its Invesco QQQ Trust (QQQ) stake by 6% in Q2 2026, buying an estimated $375K and bringing the position to 9,676 shares worth $7.13M. The position accounts for 0.87% of the portfolio, ranked #26.

Leelyn Smith first reported a position in QQQ in Q4 2019 and has held it in 27 quarters since. 2,220 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Leelyn Smith held 9,676 shares of Invesco QQQ Trust worth $7.13M as of Q2 2026.
  • Leelyn Smith bought 545 Invesco QQQ Trust shares in Q2 2026, an estimated $375K.
  • Invesco QQQ Trust made up 0.87% of Leelyn Smith's portfolio in Q2 2026, its #26 holding.
  • Leelyn Smith first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 27 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.