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McCollum Christoferson Group’s Invesco QQQ Trust QQQ Stock Holding History

McCollum Christoferson Group’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 		$985K Sell
1,337
-75
-5% -$51.6K 0.29% 50
2026
Q1 		$815K Sell
1,412
-125
-8% -$75.9K 0.24% 48
2025
Q4 		$944K Buy
1,537
+15
+1% +$9.2K 0.27% 42
2025
Q3 		$914K Buy
1,522
+227
+18% +$130K 0.26% 42
2025
Q2 		$714K Buy
1,295
+50
+4% +$24.9K 0.21% 42
2025
Q1 		$584K Hold
1,245
– – 0.18% 47
2024
Q4 		$636K Sell
1,245
-45
-3% -$22.8K 0.19% 46
2024
Q3 		$630K Sell
1,290
-65
-5% -$30.8K 0.18% 45
2024
Q2 		$649K Sell
1,355
-185
-12% -$83.2K 0.19% 45
2024
Q1 		$684K Buy
1,540
+520
+51% +$223K 0.2% 41
2023
Q4 		$418K Hold
1,020
– – 0.13% 47
2023
Q3 		$365K Buy
1,020
+100
+11% +$37.1K 0.11% 51
2023
Q2 		$340K Hold
920
– – 0.1% 53
2023
Q1 		$295K Hold
920
– – 0.09% 53
2022
Q4 		$245K Sell
920
-179
-16% -$49.5K 0.08% 58
2022
Q3 		$294K Sell
1,099
-100
-8% -$30.2K 0.1% 51
2022
Q2 		$336K Hold
1,199
– – 0.1% 52
2022
Q1 		$435K Sell
1,199
-71
-6% -$25.2K 0.11% 56
2021
Q4 		$505K Hold
1,270
– – 0.11% 53
2021
Q3 		$455K Sell
1,270
-40
-3% -$14.7K 0.11% 56
2021
Q2 		$464K Hold
1,310
– – 0.11% 55
2021
Q1 		$418K Buy
1,310
+180
+16% +$57.6K 0.11% 54
2020
Q4 		$355K Buy
1,130
+110
+11% +$32.3K 0.09% 54
2020
Q3 		$283K Buy
1,020
+185
+22% +$50.2K 0.08% 62
2020
Q2 		$207K Buy
+835
New +$187K 0.07% 63

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
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
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

McCollum Christoferson Group's QQQ Position: Q2 2026 in Review

McCollum Christoferson Group reduced its Invesco QQQ Trust (QQQ) stake by 5.3% in Q2 2026, selling an estimated $51.6K and leaving 1,337 shares worth $985K. The position accounts for 0.29% of the portfolio, ranked #50.

McCollum Christoferson Group first reported a position in QQQ in Q2 2020 and has held it in 25 quarters since. 2,115 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • McCollum Christoferson Group held 1,337 shares of Invesco QQQ Trust worth $985K as of Q2 2026.
  • McCollum Christoferson Group sold 75 Invesco QQQ Trust shares in Q2 2026, an estimated $51.6K.
  • Invesco QQQ Trust made up 0.29% of McCollum Christoferson Group's portfolio in Q2 2026, its #50 holding.
  • McCollum Christoferson Group first reported a position in Invesco QQQ Trust in Q2 2020 and has held it in 25 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.