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

MFA Wealth Services’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 		$2.36M Buy
3,201
+67
+2% +$46.1K 1.41% 15
2026
Q1 		$1.81M Buy
3,134
+52
+2% +$31.6K 1.2% 21
2025
Q4 		$1.89M Sell
3,082
-53
-2% -$32.5K 1.28% 17
2025
Q3 		$1.88M Sell
3,135
-477
-13% -$273K 1.3% 17
2025
Q2 		$1.99M Buy
3,612
+12
+0.3% +$5.97K 1.5% 16
2025
Q1 		$1.69M Hold
3,600
– – 1.39% 20
2024
Q4 		$1.84M Buy
+3,600
New +$1.82M 1.48% 17

Other funds holding QQQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DCPAL
Div Capital Phoenix Assets Ltd Georgetown $583M AUM

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

MFA Wealth Services increased its Invesco QQQ Trust (QQQ) stake by 2.1% in Q2 2026, buying an estimated $46.1K and bringing the position to 3,201 shares worth $2.36M. The position accounts for 1.41% of the portfolio, ranked #15.

MFA Wealth Services first reported a position in QQQ in Q4 2024 and has held it in 7 quarters since. 1,153 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • MFA Wealth Services held 3,201 shares of Invesco QQQ Trust worth $2.36M as of Q2 2026.
  • MFA Wealth Services bought 67 Invesco QQQ Trust shares in Q2 2026, an estimated $46.1K.
  • Invesco QQQ Trust made up 1.41% of MFA Wealth Services's portfolio in Q2 2026, its #15 holding.
  • MFA Wealth Services first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.