May Barnhard Investments’s Invesco QQQ Trust QQQ Stock Holding History

May Barnhard Investments’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	$8.49M	Buy	+11,533	New	+$7.93M	3.44%	9
2026 Q1	–	Sell	-11,105	Closed	-$6.82M	–	88
2025 Q4	$6.82M	Sell	11,105 -737	-6%	-$452K	3.22%	7
2025 Q3	$7.11M	Sell	11,842 -1,038	-8%	-$594K	3.3%	7
2025 Q2	$7.11M	Sell	12,880 -516	-4%	-$257K	3.32%	7
2025 Q1	$6.28M	Sell	13,396 -1,063	-7%	-$540K	3.13%	6
2024 Q4	$7.39M	Sell	14,459 -691	-5%	-$350K	3.52%	6
2024 Q3	$7.39M	Sell	15,150 -2,160	-12%	-$1.02M	3.61%	6
2024 Q2	$8.29M	Sell	17,310 -415	-2%	-$187K	4.28%	4
2024 Q1	$7.87M	Sell	17,725 -2,512	-12%	-$1.08M	3.94%	6
2023 Q4	$8.29M	Buy	+20,237	New	+$7.68M	4.26%	5

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 $44.6B AUM 28.94% 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

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

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

May Barnhard Investments's QQQ Position: Q2 2026 in Review

May Barnhard Investments opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 11,533 shares worth $8.49M. The stake represents 3.44% of the portfolio and ranks #9 among its holdings. This is a return to the name: May Barnhard Investments previously reported a position in QQQ as recently as Q4 2025.

May Barnhard Investments first reported a position in QQQ in Q4 2023 and has held it in 10 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

May Barnhard Investments held 11,533 shares of Invesco QQQ Trust worth $8.49M as of Q2 2026.
Invesco QQQ Trust was a new May Barnhard Investments position in Q2 2026.
Invesco QQQ Trust made up 3.44% of May Barnhard Investments's portfolio in Q2 2026, its #9 holding.
May Barnhard Investments first reported a position in Invesco QQQ Trust in Q4 2023 and has held it in 10 quarters since.
2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.