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Lincoln Capital’s Invesco QQQ Trust QQQ Stock Holding History

Lincoln Capital’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 		$276K Sell
372
-1
-0.3% -$715 0.05% 117
2026
Q2 		$274K Buy
373
+20
+6% +$13.8K 0.05% 122
2026
Q1 		$204K Hold
353
– – 0.04% 132
2025
Q4 		$217K Hold
353
– – 0.04% 125
2025
Q3 		$213K Buy
+353
New +$202K 0.04% 122

Other funds holding QQQ

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Lincoln Capital's QQQ Position: Q3 2026 in Review

Lincoln Capital reduced its Invesco QQQ Trust (QQQ) stake by 0.27% in Q3 2026, selling an estimated $715 and leaving 372 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #117.

Lincoln Capital first reported a position in QQQ in Q3 2025 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • Lincoln Capital held 372 shares of Invesco QQQ Trust worth $276K as of Q3 2026.
  • Lincoln Capital sold 1 Invesco QQQ Trust share in Q3 2026, an estimated $715.
  • Invesco QQQ Trust made up 0.05% of Lincoln Capital's portfolio in Q3 2026, its #117 holding.
  • Lincoln Capital first reported a position in Invesco QQQ Trust in Q3 2025 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.