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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
Q3 		$2.43M Buy
3,287
+86
+3% +$61.5K 1.44% 17
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

MFA Wealth Services's QQQ Position: Q3 2026 in Review

MFA Wealth Services increased its Invesco QQQ Trust (QQQ) stake by 2.7% in Q3 2026, buying an estimated $61.5K and bringing the position to 3,287 shares worth $2.43M. The position accounts for 1.44% of the portfolio, ranked #17.

MFA Wealth Services first reported a position in QQQ in Q4 2024 and has held it in 8 quarters since. 1,225 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • MFA Wealth Services held 3,287 shares of Invesco QQQ Trust worth $2.43M as of Q3 2026.
  • MFA Wealth Services bought 86 Invesco QQQ Trust shares in Q3 2026, an estimated $61.5K.
  • Invesco QQQ Trust made up 1.44% of MFA Wealth Services's portfolio in Q3 2026, its #17 holding.
  • MFA Wealth Services first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.