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MBL Wealth’s Invesco QQQ Trust QQQ Stock Holding History

MBL Wealth’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 		– Hold
0
– – – 284
2026
Q1 		– Hold
0
– – – 299

Other funds holding QQQ

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MBL Wealth's QQQ Position: Q2 2026 in Review

MBL Wealth reduced its Invesco QQQ Trust (QQQ) stake by 3% in Q2 2026, selling an estimated $24.1K and leaving 1,151 shares worth $848K. The position accounts for 0.06% of the portfolio, ranked #154.

MBL Wealth first reported a position in QQQ in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.17M in Q3 2022. 1,629 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • MBL Wealth held 1,151 shares of Invesco QQQ Trust worth $848K as of Q2 2026.
  • MBL Wealth sold 35 Invesco QQQ Trust shares in Q2 2026, an estimated $24.1K.
  • Invesco QQQ Trust made up 0.06% of MBL Wealth's portfolio in Q2 2026, its #154 holding.
  • MBL Wealth first reported a position in Invesco QQQ Trust in Q3 2022 and has held it in 6 quarters since.
  • MBL Wealth's Invesco QQQ Trust position peaked at $1.17M in Q3 2022.
  • 1,629 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.