Leverty Financial Group
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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
Q3 		$314K Sell
425
-1
-0.2% -$715 0.06% 36
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Leverty Financial Group's QQQ Position: Q3 2026 in Review

Leverty Financial Group reduced its Invesco QQQ Trust (QQQ) stake by 0.23% in Q3 2026, selling an estimated $715 and leaving 425 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 10 quarters since. 2,925 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Leverty Financial Group held 425 shares of Invesco QQQ Trust worth $314K as of Q3 2026.
  • Leverty Financial Group sold 1 Invesco QQQ Trust share in Q3 2026, an estimated $715.
  • Invesco QQQ Trust made up 0.06% of Leverty Financial Group's portfolio in Q3 2026, its #36 holding.
  • Leverty Financial Group first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 10 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.