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Mayflower Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Mayflower Financial Advisors’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 		$5.22M Buy
7,084
+1,057
+18% +$727K 0.45% 56
2026
Q1 		$3.48M Buy
6,027
+87
+1% +$52.9K 0.42% 65
2025
Q4 		$3.65M Sell
5,940
-148
-2% -$90.8K 0.44% 62
2025
Q3 		$3.65M Buy
6,088
+71
+1% +$40.7K 0.46% 56
2025
Q2 		$3.32M Buy
6,017
+895
+17% +$445K 0.46% 54
2025
Q1 		$2.4M Sell
5,122
-85
-2% -$43.2K 0.36% 66
2024
Q4 		$2.66M Buy
5,207
+76
+1% +$38.4K 0.4% 59
2024
Q3 		$2.5M Sell
5,131
-60
-1% -$28.4K 0.38% 63
2024
Q2 		$2.49M Buy
5,191
+5
+0.1% +$2.25K 0.41% 61
2024
Q1 		$2.3M Buy
5,186
+366
+8% +$157K 0.39% 65
2023
Q4 		$1.97M Sell
4,820
-375
-7% -$142K 0.27% 77
2023
Q3 		$1.86M Sell
5,195
-1,539
-23% -$571K 0.28% 75
2023
Q2 		$2.49M Sell
6,734
-106
-2% -$35.7K 0.32% 69
2023
Q1 		$2.2M Buy
6,840
+53
+0.8% +$15.6K 0.29% 70
2022
Q4 		$1.81M Buy
6,787
+279
+4% +$77.1K 0.25% 79
2022
Q3 		$1.74M Buy
6,508
+85
+1% +$25.7K 0.28% 72
2022
Q2 		$1.8M Sell
6,423
-947
-13% -$294K 0.28% 73
2022
Q1 		$2.67M Sell
7,370
-247
-3% -$87.7K 0.36% 55
2021
Q4 		$3.03M Sell
7,617
-65
-0.8% -$25.1K 0.4% 54
2021
Q3 		$2.88M Sell
7,682
-714
-9% -$263K 0.39% 53
2021
Q2 		$2.98M Sell
8,396
-1,072
-11% -$360K 0.41% 54
2021
Q1 		$3.02M Sell
9,468
-952
-9% -$304K 0.45% 44
2020
Q4 		$3.27M Buy
+10,420
New +$3.06M 0.56% 39

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Mayflower Financial Advisors's QQQ Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Invesco QQQ Trust (QQQ) stake by 18% in Q2 2026, buying an estimated $727K and bringing the position to 7,084 shares worth $5.22M. The position accounts for 0.45% of the portfolio, ranked #56.

Mayflower Financial Advisors first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 1,760 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Mayflower Financial Advisors held 7,084 shares of Invesco QQQ Trust worth $5.22M as of Q2 2026.
  • Mayflower Financial Advisors bought 1,057 Invesco QQQ Trust shares in Q2 2026, an estimated $727K.
  • Invesco QQQ Trust made up 0.45% of Mayflower Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Mayflower Financial Advisors first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.