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Marshall Financial Group (Maryland)’s Invesco QQQ Trust QQQ Stock Holding History

Marshall Financial Group (Maryland)’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 		$27.4M Buy
37,252
+2,880
+8% +$1.98M 4% 3
2026
Q1 		$19.8M Buy
34,372
+7,371
+27% +$4.48M 3.18% 7
2025
Q4 		$16.6M Sell
27,001
-426
-2% -$261K 3.22% 5
2025
Q3 		$16.5M Buy
27,427
+14,369
+110% +$8.23M 3.21% 4
2025
Q2 		$7.21M Sell
13,058
-15,220
-54% -$7.57M 1.41% 14
2025
Q1 		$13.3M Buy
28,278
+17,190
+155% +$8.73M 2.9% 9
2024
Q4 		$5.67M Sell
11,088
-304
-3% -$154K 1.37% 14
2024
Q3 		$5.56M Sell
11,392
-109
-0.9% -$51.6K 1.33% 14
2024
Q2 		$5.51M Sell
11,501
-1,506
-12% -$677K 1.54% 14
2024
Q1 		$5.78M Sell
13,007
-86
-0.7% -$36.9K 1.66% 12
2023
Q4 		$5.36M Buy
13,093
+69
+0.5% +$26.2K 1.73% 13
2023
Q3 		$4.67M Sell
13,024
-188
-1% -$69.7K 1.68% 12
2023
Q2 		$4.88M Sell
13,212
-433
-3% -$146K 1.66% 12
2023
Q1 		$4.38M Buy
13,645
+865
+7% +$255K 1.57% 11
2022
Q4 		$3.4M Buy
12,780
+1,263
+11% +$349K 1.32% 14
2022
Q3 		$3.08M Buy
11,517
+457
+4% +$138K 1.3% 9
2022
Q2 		$3.1M Buy
+11,060
New +$3.43M 1.24% 10

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

Marshall Financial Group (Maryland)'s QQQ Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Invesco QQQ Trust (QQQ) stake by 8.4% in Q2 2026, buying an estimated $1.98M and bringing the position to 37,252 shares worth $27.4M. The position accounts for 4% of the portfolio, ranked #3.

Marshall Financial Group (Maryland) first reported a position in QQQ in Q2 2022 and has held it in 17 quarters since. 2,220 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Marshall Financial Group (Maryland) held 37,252 shares of Invesco QQQ Trust worth $27.4M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 2,880 Invesco QQQ Trust shares in Q2 2026, an estimated $1.98M.
  • Invesco QQQ Trust made up 4% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #3 holding.
  • Marshall Financial Group (Maryland) first reported a position in Invesco QQQ Trust in Q2 2022 and has held it in 17 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.