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Leverty Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Leverty Financial Group’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 		$314K Buy
426
+1
+0.2% +$688 0.06% 36
2026
Q1 		$245K Buy
425
+7
+2% +$4.25K 0.05% 37
2025
Q4 		$257K Sell
418
-2
-0.5% -$1.23K 0.06% 39
2025
Q3 		$252K Buy
420
+5
+1% +$2.86K 0.07% 36
2025
Q2 		$229K Sell
415
-42
-9% -$20.9K 0.07% 37
2025
Q1 		$214K Buy
457
+44
+11% +$22.4K 0.09% 39
2024
Q4 		$211K Hold
413
– – 0.11% 33
2024
Q3 		$202K Buy
+413
New +$195K 0.11% 32
2022
Q1 		– Sell
-393
Closed -$156K – 102
2021
Q4 		$156K Buy
+393
New +$152K 0.12% 20

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Leverty Financial Group's QQQ Position: Q2 2026 in Review

Leverty Financial Group increased its Invesco QQQ Trust (QQQ) stake by 0.24% in Q2 2026, buying an estimated $688 and bringing the position to 426 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #36.

Leverty Financial Group first reported a position in QQQ in Q4 2021 and has held it in 9 quarters since. 792 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Leverty Financial Group held 426 shares of Invesco QQQ Trust worth $314K as of Q2 2026.
  • Leverty Financial Group bought 1 Invesco QQQ Trust share in Q2 2026, an estimated $688.
  • Invesco QQQ Trust made up 0.06% of Leverty Financial Group's portfolio in Q2 2026, its #36 holding.
  • Leverty Financial Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 9 quarters since.
  • 792 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.