Lynx Investment Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Lynx Investment Advisory’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	$750K	Buy	1,018 +263	+35%	+$181K	0.25%	103
2026 Q1	$436K	Buy	755 +1	+0.1%	+$608	0.21%	108
2025 Q4	$463K	Buy	754 +1	+0.1%	+$614	0.25%	89
2025 Q3	$452K	Hold	753	–	–	0.27%	84
2025 Q2	$415K	Buy	753 +2	+0.3%	+$995	0.27%	82
2025 Q1	$352K	Hold	751	–	–	0.24%	89
2024 Q4	$384K	Sell	751 -23	-3%	-$11.6K	0.26%	87
2024 Q3	$378K	Buy	774 +1	+0.1%	+$473	0.27%	85
2024 Q2	$370K	Buy	+773	New	+$348K	0.27%	79

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 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

Lynx Investment Advisory's QQQ Position: Q2 2026 in Review

Lynx Investment Advisory increased its Invesco QQQ Trust (QQQ) stake by 35% in Q2 2026, buying an estimated $181K and bringing the position to 1,018 shares worth $750K. The position accounts for 0.25% of the portfolio, ranked #103.

Lynx Investment Advisory first reported a position in QQQ in Q2 2024 and has held it in 9 quarters since. 1,846 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Lynx Investment Advisory held 1,018 shares of Invesco QQQ Trust worth $750K as of Q2 2026.
Lynx Investment Advisory bought 263 Invesco QQQ Trust shares in Q2 2026, an estimated $181K.
Invesco QQQ Trust made up 0.25% of Lynx Investment Advisory's portfolio in Q2 2026, its #103 holding.
Lynx Investment Advisory first reported a position in Invesco QQQ Trust in Q2 2024 and has held it in 9 quarters since.
1,846 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.