Mission Hills Financial Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Mission Hills Financial Advisory’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	$11.6M	Sell	15,744 -4,846	-24%	-$3.33M	5.09%	8
2026 Q1	$11.9M	Buy	20,590 +257	+1%	+$156K	6.08%	7
2025 Q4	$12.5M	Buy	20,333 +826	+4%	+$507K	6.6%	5
2025 Q3	$11.7M	Buy	19,507 +1,260	+7%	+$722K	6.22%	7
2025 Q2	$10.1M	Buy	18,247 +365	+2%	+$182K	6.25%	5
2025 Q1	$8.39M	Buy	17,882 +1,139	+7%	+$579K	5.82%	7
2024 Q4	$8.56M	Buy	16,743 +1,727	+12%	+$874K	6.64%	4
2024 Q3	$7.71M	Buy	+15,016	New	+$7.11M	6.56%	5

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mission Hills Financial Advisory's QQQ Position: Q2 2026 in Review

Mission Hills Financial Advisory reduced its Invesco QQQ Trust (QQQ) stake by 24% in Q2 2026, selling an estimated $3.33M and leaving 15,744 shares worth $11.6M. The position accounts for 5.09% of the portfolio, ranked #8.

Mission Hills Financial Advisory first reported a position in QQQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.5M in Q4 2025. 3,991 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Mission Hills Financial Advisory held 15,744 shares of Invesco QQQ Trust worth $11.6M as of Q2 2026.
Mission Hills Financial Advisory sold 4,846 Invesco QQQ Trust shares in Q2 2026, an estimated $3.33M.
Invesco QQQ Trust made up 5.09% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #8 holding.
Mission Hills Financial Advisory first reported a position in Invesco QQQ Trust in Q3 2024 and has held it in 8 quarters since.
Mission Hills Financial Advisory's Invesco QQQ Trust position peaked at $12.5M in Q4 2025.
3,991 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.