MFA Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

MFA Wealth 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	$664K	Sell	902 -927	-51%	-$638K	0.11%	64
2026 Q1	$1.06M	Sell	1,829 -5,991	-77%	-$3.64M	0.21%	46
2025 Q4	$4.8M	Sell	7,820 -4,965	-39%	-$3.05M	1.02%	25
2025 Q3	$7.68M	Sell	12,785 -722	-5%	-$413K	1.68%	19
2025 Q2	$7.45M	Sell	13,507 -1,773	-12%	-$882K	1.75%	18
2025 Q1	$7.17M	Buy	15,280 +484	+3%	+$246K	1.77%	17
2024 Q4	$7.56M	Sell	14,796 -868	-6%	-$439K	1.94%	18
2024 Q3	$7.65M	Sell	15,664 -313	-2%	-$148K	1.67%	18
2024 Q2	$7.65M	Sell	15,977 -789	-5%	-$355K	1.67%	20
2024 Q1	$7.44M	Sell	16,766 -707	-4%	-$303K	1.96%	17
2023 Q4	$7.16M	Sell	17,473 -1,112	-6%	-$422K	2.01%	15
2023 Q3	$6.66M	Sell	18,585 -596	-3%	-$221K	2.07%	15
2023 Q2	$7.09M	Sell	19,181 -1,842	-9%	-$620K	2.23%	15
2023 Q1	$6.75M	Sell	21,023 -527	-2%	-$155K	2.22%	14
2022 Q4	$5.74M	Sell	21,550 -25,084	-54%	-$6.94M	2.08%	15
2022 Q3	$12.5M	Buy	46,634 +9,956	+27%	+$3M	4.62%	6
2022 Q2	$10.3M	Buy	36,678 +22,358	+156%	+$6.94M	3.75%	8
2022 Q1	$5.19M	Buy	14,320 +453	+3%	+$161K	1.66%	21
2021 Q4	$5.52M	Sell	13,867 -151	-1%	-$58.3K	2.33%	17
2021 Q3	$5.02M	Sell	14,018 -734	-5%	-$270K	2.3%	18
2021 Q2	$5.23M	Sell	14,752 -703	-5%	-$236K	2.36%	15
2021 Q1	$4.94M	Buy	+15,455	New	+$4.94M	2.39%	17
2020 Q2	–	Sell	-14,474	Closed	-$2.76M	–	255
2020 Q1	$2.76M	Buy	+14,474	New	+$3.06M	2.68%	12
2019 Q3	–	Sell	-63,260	Closed	-$11.8M	–	42
2019 Q2	$11.8M	Sell	63,260 -9,806	-13%	-$1.8M	8.88%	4
2019 Q1	$13.1M	Buy	73,066 +12,662	+21%	+$2.15M	8.62%	3
2018 Q4	$9.32M	Sell	60,404 -66,343	-52%	-$11.1M	9.33%	4
2018 Q3	$20.7M	Buy	126,747 +5,087	+4%	+$920K	15.43%	1
2018 Q2	$22.1M	Buy	121,660 +7,349	+6%	+$1.23M	14.52%	1
2018 Q1	$18.8M	Buy	114,311 +105,988	+1,273%	+$17.5M	14.2%	1
2017 Q4	$1.26M	Buy	+8,323	New	+$1.27M	0.86%	25

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

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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

MFA Wealth Advisors's QQQ Position: Q2 2026 in Review

MFA Wealth Advisors reduced its Invesco QQQ Trust (QQQ) stake by 51% in Q2 2026, selling an estimated $638K and leaving 902 shares worth $664K. The position accounts for 0.11% of the portfolio, ranked #64.

MFA Wealth Advisors first reported a position in QQQ in Q4 2017 and has held it in 30 quarters since. The position peaked at $22.1M in Q2 2018. 2,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

MFA Wealth Advisors held 902 shares of Invesco QQQ Trust worth $664K as of Q2 2026.
MFA Wealth Advisors sold 927 Invesco QQQ Trust shares in Q2 2026, an estimated $638K.
Invesco QQQ Trust made up 0.11% of MFA Wealth Advisors's portfolio in Q2 2026, its #64 holding.
MFA Wealth Advisors first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 30 quarters since.
MFA Wealth Advisors's Invesco QQQ Trust position peaked at $22.1M in Q2 2018.
2,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.