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Midwest Financial Group’s Invesco QQQ Trust QQQ Stock Holding History

Midwest Financial 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 		$14.9M Buy
20,168
+974
+5% +$670K 5.21% 3
2026
Q1 		$11.1M Buy
19,194
+595
+3% +$361K 4.72% 4
2025
Q4 		$11.4M Buy
18,599
+1,068
+6% +$655K 5.05% 3
2025
Q3 		$10.5M Buy
17,531
+207
+1% +$119K 5.02% 4
2025
Q2 		$9.56M Buy
17,324
+4,100
+31% +$2.04M 5.02% 4
2025
Q1 		$6.2M Buy
13,224
+1,134
+9% +$576K 3.6% 6
2024
Q4 		$6.18M Sell
12,090
-8
-0.1% -$4.05K 3.55% 6
2024
Q3 		$5.91M Buy
12,098
+80
+0.7% +$37.9K 3.47% 8
2024
Q2 		$5.76M Buy
12,018
+278
+2% +$125K 3.66% 7
2024
Q1 		$5.21M Sell
11,740
-76
-0.6% -$32.6K 3.5% 7
2023
Q4 		$4.84M Buy
11,816
+240
+2% +$91.1K 3.61% 6
2023
Q3 		$4.15M Sell
11,576
-52
-0.4% -$19.3K 3.51% 7
2023
Q2 		$4.3M Sell
11,628
-196
-2% -$66K 3.64% 6
2023
Q1 		$3.79M Buy
+11,824
New +$3.49M 3.5% 7

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Midwest Financial Group's QQQ Position: Q2 2026 in Review

Midwest Financial Group increased its Invesco QQQ Trust (QQQ) stake by 5.1% in Q2 2026, buying an estimated $670K and bringing the position to 20,168 shares worth $14.9M. The position accounts for 5.21% of the portfolio, ranked #3.

Midwest Financial Group first reported a position in QQQ in Q1 2023 and has held it in 14 quarters since. 4,002 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Midwest Financial Group held 20,168 shares of Invesco QQQ Trust worth $14.9M as of Q2 2026.
  • Midwest Financial Group bought 974 Invesco QQQ Trust shares in Q2 2026, an estimated $670K.
  • Invesco QQQ Trust made up 5.21% of Midwest Financial Group's portfolio in Q2 2026, its #3 holding.
  • Midwest Financial Group first reported a position in Invesco QQQ Trust in Q1 2023 and has held it in 14 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.